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 | $108,219 | $66,402+63.0% | $109,895-1.5% | $85,850+26.1% |
| Participation rate | 50.0% | 63.9%-13.9pp | 74.2%-24.2pp | 69.3%-19.3pp |
| Annual return | 17.58% | 19.59%-2.0pp | 29.45%-11.9pp | 318.53%-301.0pp |
| Employer contribution / active EE | $1,122 | $1,687-33.5% | $2,842-60.5% | $2,565-56.2% |
| Participant deferral / active EE | $2,641 | $2,842-7.1% | $4,048-34.8% | $3,952-33.2% |
| Admin fee / account holder | $206 | $4,557-95.5% | $6,066-96.6% | $6,260-96.7% |