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 10-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 | $153,079 | $90,503+69.1% | $78,689+94.5% | $273,961-44.1% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 16.17% | 75.60%-59.4pp | 62.18%-46.0pp | 41.45%-25.3pp |
| Employer contribution / active EE | $5,053 | $3,176+59.1% | $2,851+77.3% | $4,869+3.8% |
| Participant deferral / active EE | $4,261 | $3,901+9.2% | $3,517+21.2% | $5,287-19.4% |
| Admin fee / account holder | $10 | $5,263-99.8% | $4,510-99.8% | $10,132-99.9% |