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 | $94,151 | $71,050+32.5% | $93,606+0.6% | $80,856+16.4% |
| Participation rate | 63.3% | 60.4%+2.9pp | 68.7%-5.4pp | 67.6%-4.3pp |
| Annual return | 17.93% | 11.26%+6.7pp | 133.20%-115.3pp | 35.59%-17.7pp |
| Employer contribution / active EE | $1,325 | $1,564-15.3% | $2,420-45.3% | $2,755-51.9% |
| Participant deferral / active EE | $2,108 | $4,034-47.7% | $4,411-52.2% | $4,296-50.9% |
| Admin fee / account holder | $95 | $6,945-98.6% | $8,285-98.8% | $6,918-98.6% |