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 | $173,102 | $83,477+107.4% | $125,175+38.3% | $72,985+137.2% |
| Participation rate | 54.5% | 73.3%-18.8pp | 79.8%-25.2pp | 69.5%-14.9pp |
| Annual return | 17.27% | 25.78%-8.5pp | 43.79%-26.5pp | 81.00%-63.7pp |
| Employer contribution / active EE | $1,550 | $2,345-33.9% | $3,865-59.9% | $2,440-36.5% |
| Participant deferral / active EE | $3,502 | $3,585-2.3% | $4,937-29.1% | $3,607-2.9% |
| Admin fee / account holder | $22 | $5,517-99.6% | $9,702-99.8% | $5,124-99.6% |