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 | $107,889 | $76,552+40.9% | $123,892-12.9% | $62,891+71.5% |
| Participation rate | 59.3% | 73.0%-13.7pp | 81.4%-22.2pp | 69.3%-10.0pp |
| Annual return | 9.14% | 18.68%-9.5pp | 47.52%-38.4pp | 20.14%-11.0pp |
| Employer contribution / active EE | $2,018 | $2,883-30.0% | $4,617-56.3% | $2,281-11.5% |
| Participant deferral / active EE | $4,928 | $4,840+1.8% | $5,984-17.6% | $3,203+53.9% |
| Admin fee / account holder | $182 | $4,826-96.2% | $8,357-97.8% | $4,296-95.8% |