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 | $127,057 | $90,503+40.4% | $78,689+61.5% | $273,961-53.6% |
| Participation rate | 62.5% | 76.5%-14.0pp | 73.6%-11.1pp | 83.0%-20.5pp |
| Annual return | 6.01% | 75.60%-69.6pp | 62.18%-56.2pp | 41.45%-35.4pp |
| Employer contribution / active EE | $974 | $3,176-69.3% | $2,851-65.8% | $4,869-80.0% |
| Participant deferral / active EE | $3,639 | $3,901-6.7% | $3,517+3.5% | $5,287-31.2% |
| Admin fee / account holder | $96 | $5,263-98.2% | $4,510-97.9% | $10,132-99.1% |