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 | $121,440 | $105,630+15.0% | $87,507+38.8% | $273,961-55.7% |
| Participation rate | 40.0% | 78.2%-38.2pp | 73.8%-33.8pp | 83.0%-43.0pp |
| Annual return | 2.03% | 12.25%-10.2pp | 12.21%-10.2pp | 41.45%-39.4pp |
| Employer contribution / active EE | $2,120 | $3,141-32.5% | $2,550-16.8% | $4,869-56.5% |
| Participant deferral / active EE | $5,400 | $3,601+50.0% | $3,149+71.5% | $5,287+2.1% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |