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 | $107,200 | $69,207+54.9% | $64,056+67.4% | $139,434-23.1% |
| Participation rate | 57.1% | 75.6%-18.4pp | 72.3%-15.2pp | 80.3%-23.2pp |
| Annual return | 19.20% | 45.88%-26.7pp | 33.69%-14.5pp | 372.94%-353.7pp |
| Employer contribution / active EE | $6,691 | $3,182+110.3% | $2,747+143.6% | $4,751+40.8% |
| Participant deferral / active EE | $7,756 | $4,682+65.7% | $3,880+99.9% | $6,710+15.6% |
| Admin fee / account holder | $60 | $4,244-98.6% | $3,068-98.0% | $11,403-99.5% |