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 | $122,503 | $103,949+17.8% | $69,182+77.1% | $273,961-55.3% |
| Participation rate | 20.0% | 67.4%-47.4pp | 55.1%-35.1pp | 83.0%-63.0pp |
| Annual return | 4.05% | 35.28%-31.2pp | -21.93%+26.0pp | 41.45%-37.4pp |
| Employer contribution / active EE | $280 | $1,783-84.3% | $1,206-76.8% | $4,869-94.2% |
| Participant deferral / active EE | $344 | $2,716-87.3% | $1,897-81.9% | $5,287-93.5% |
| Admin fee / account holder | $24 | $3,671-99.3% | $2,697-99.1% | $10,132-99.8% |