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 | $90,242 | $57,016+58.3% | $84,966+6.2% | $80,856+11.6% |
| Participation rate | 24.6% | 56.3%-31.7pp | 67.5%-42.9pp | 67.6%-43.0pp |
| Annual return | 11.32% | 21.66%-10.3pp | 66.38%-55.1pp | 35.59%-24.3pp |
| Employer contribution / active EE | $780 | $1,798-56.6% | $2,727-71.4% | $2,755-71.7% |
| Participant deferral / active EE | $1,841 | $3,110-40.8% | $4,519-59.3% | $4,296-57.1% |
| Admin fee / account holder | $77 | $4,980-98.5% | $6,149-98.8% | $6,918-98.9% |