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 | $134,454 | $89,753+49.8% | $107,525+25.0% | $84,808+58.5% |
| Participation rate | 38.5% | 68.1%-29.6pp | 75.1%-36.6pp | 68.3%-29.8pp |
| Annual return | 15.41% | 29.48%-14.1pp | 181.32%-165.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,389 | $3,113-55.4% | $3,754-63.0% | $2,631-47.2% |
| Participant deferral / active EE | $3,267 | $4,056-19.5% | $5,116-36.1% | $4,212-22.4% |
| Admin fee / account holder | $25 | $7,222-99.6% | $8,919-99.7% | $7,344-99.7% |