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 | $91,803 | $73,981+24.1% | $105,722-13.2% | $62,891+46.0% |
| Participation rate | 61.1% | 71.7%-10.6pp | 78.9%-17.8pp | 69.3%-8.2pp |
| Annual return | 9.33% | 17.60%-8.3pp | 12.25%-2.9pp | 20.14%-10.8pp |
| Employer contribution / active EE | $1,970 | $2,856-31.0% | $4,079-51.7% | $2,281-13.6% |
| Participant deferral / active EE | $3,537 | $4,038-12.4% | $5,326-33.6% | $3,203+10.4% |
| Admin fee / account holder | $157 | $5,976-97.4% | $8,308-98.1% | $4,296-96.3% |