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 | $131,177 | $81,446+61.1% | $103,374+26.9% | $80,874+62.2% |
| Participation rate | 52.8% | 66.9%-14.0pp | 74.5%-21.7pp | 67.6%-14.8pp |
| Annual return | 11.58% | 25.57%-14.0pp | 24.89%-13.3pp | 35.62%-24.0pp |
| Employer contribution / active EE | $1,991 | $3,107-35.9% | $3,869-48.6% | $2,756-27.8% |
| Participant deferral / active EE | $3,378 | $3,870-12.7% | $5,058-33.2% | $4,297-21.4% |
| Admin fee / account holder | $72 | $6,715-98.9% | $8,394-99.1% | $6,935-99.0% |