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 | $163,757 | $88,583+84.9% | $88,497+85.0% | $273,961-40.2% |
| Participation rate | 33.3% | 83.5%-50.1pp | 82.4%-49.1pp | 83.0%-49.7pp |
| Annual return | 8.01% | 5.68%+2.3pp | 7.63%+0.4pp | 41.45%-33.4pp |
| Employer contribution / active EE | $1,782 | $4,502-60.4% | $4,036-55.9% | $4,869-63.4% |
| Participant deferral / active EE | $7,000 | $4,891+43.1% | $4,899+42.9% | $5,287+32.4% |
| Admin fee / account holder | $0 | $8,980-100.0% | $6,220-100.0% | $10,132-100.0% |