See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,444 | $57,016+69.2% | $84,966+13.5% | $80,856+19.3% |
| Participation rate | 6.9% | 56.3%-49.4pp | 67.5%-60.6pp | 67.6%-60.7pp |
| Annual return | 11.35% | 21.66%-10.3pp | 66.38%-55.0pp | 35.59%-24.2pp |
| Employer contribution / active EE | $515 | $1,798-71.3% | $2,727-81.1% | $2,755-81.3% |
| Participant deferral / active EE | $1,053 | $3,110-66.1% | $4,519-76.7% | $4,296-75.5% |
| Admin fee / account holder | $175 | $4,980-96.5% | $6,149-97.2% | $6,918-97.5% |