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 | $150,089 | $90,503+65.8% | $78,689+90.7% | $273,961-45.2% |
| Participation rate | 10.5% | 76.5%-66.0pp | 73.6%-63.0pp | 83.0%-72.5pp |
| Annual return | 3.45% | 75.60%-72.2pp | 62.18%-58.7pp | 41.45%-38.0pp |
| Employer contribution / active EE | $288 | $3,176-90.9% | $2,851-89.9% | $4,869-94.1% |
| Participant deferral / active EE | $1,719 | $3,901-55.9% | $3,517-51.1% | $5,287-67.5% |
| Admin fee / account holder | $65 | $5,263-98.8% | $4,510-98.6% | $10,132-99.4% |