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 | $107,004 | $93,071+15.0% | $74,583+43.5% | $273,961-60.9% |
| Participation rate | 57.1% | 74.9%-17.8pp | 68.1%-11.0pp | 83.0%-25.9pp |
| Annual return | 4.54% | 26.18%-21.6pp | 20.47%-15.9pp | 41.45%-36.9pp |
| Employer contribution / active EE | $2,722 | $3,160-13.8% | $2,525+7.8% | $4,869-44.1% |
| Participant deferral / active EE | $9,136 | $4,160+119.6% | $3,458+164.2% | $5,287+72.8% |
| Admin fee / account holder | $114 | $5,272-97.8% | $4,138-97.3% | $10,132-98.9% |