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 | $126,961 | $81,632+55.5% | $70,449+80.2% | $158,922-20.1% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.1%-25.1pp | 82.0%-32.0pp |
| Annual return | 16.76% | 208.40%-191.6pp | 109.03%-92.3pp | 302.83%-286.1pp |
| Employer contribution / active EE | $1,765 | $3,217-45.1% | $2,737-35.5% | $4,761-62.9% |
| Participant deferral / active EE | $13,000 | $4,554+185.5% | $3,709+250.5% | $5,982+117.3% |
| Admin fee / account holder | $45 | $6,193-99.3% | $3,845-98.8% | $11,246-99.6% |