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 | $161,979 | $81,248+99.4% | $155,509+4.2% | $80,856+100.3% |
| Participation rate | 47.1% | 66.2%-19.2pp | 78.2%-31.1pp | 67.6%-20.6pp |
| Annual return | 15.83% | 33.31%-17.5pp | 64.67%-48.8pp | 35.59%-19.8pp |
| Employer contribution / active EE | $2,736 | $3,100-11.7% | $4,672-41.4% | $2,755-0.7% |
| Participant deferral / active EE | $5,123 | $3,452+48.4% | $5,626-9.0% | $4,296+19.2% |
| Admin fee / account holder | $8 | $7,997-99.9% | $15,912-99.9% | $6,918-99.9% |