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 | $115,807 | $59,101+95.9% | $77,163+50.1% | $75,163+54.1% |
| Participation rate | 68.8% | 63.9%+4.9pp | 69.6%-0.8pp | 67.2%+1.6pp |
| Annual return | 20.86% | 26.71%-5.8pp | 37.87%-17.0pp | 160.62%-139.8pp |
| Employer contribution / active EE | $2,543 | $1,995+27.5% | $2,535+0.3% | $2,670-4.7% |
| Participant deferral / active EE | $4,910 | $2,999+63.7% | $3,833+28.1% | $4,125+19.0% |
| Admin fee / account holder | $29 | $4,774-99.4% | $5,472-99.5% | $5,651-99.5% |