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 | $190,756 | $80,717+136.3% | $154,803+23.2% | $84,808+124.9% |
| Participation rate | 67.7% | 66.8%+0.9pp | 78.1%-10.3pp | 68.3%-0.6pp |
| Annual return | 17.56% | 37.96%-20.4pp | 58.88%-41.3pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,800 | $2,761-34.8% | $4,305-58.2% | $2,631-31.6% |
| Participant deferral / active EE | $6,696 | $3,303+102.7% | $5,540+20.9% | $4,212+59.0% |
| Admin fee / account holder | $84 | $6,746-98.8% | $14,329-99.4% | $7,344-98.9% |