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 | $99,875 | $56,054+78.2% | $171,082-41.6% | $62,891+58.8% |
| Participation rate | 57.1% | 62.9%-5.7pp | 76.7%-19.6pp | 69.3%-12.2pp |
| Annual return | 6.57% | 22.52%-15.9pp | 32.56%-26.0pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,062 | $1,731-38.6% | $4,002-73.5% | $2,281-53.4% |
| Participant deferral / active EE | $4,249 | $3,158+34.5% | $4,797-11.4% | $3,203+32.7% |
| Admin fee / account holder | $4 | $3,647-99.9% | $8,520-100.0% | $4,296-99.9% |