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 | $124,212 | $73,787+68.3% | $98,716+25.8% | $82,448+50.7% |
| Participation rate | 66.7% | 61.4%+5.3pp | 69.3%-2.6pp | 68.1%-1.4pp |
| Annual return | 18.12% | 18.57%-0.4pp | 31.81%-13.7pp | 41.64%-23.5pp |
| Employer contribution / active EE | $3,213 | $1,511+112.6% | $2,279+41.0% | $2,551+26.0% |
| Participant deferral / active EE | $7,082 | $3,081+129.8% | $4,048+75.0% | $4,139+71.1% |
| Admin fee / account holder | $243 | $6,500-96.3% | $8,703-97.2% | $7,234-96.6% |