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 | $106,225 | $80,724+31.6% | $103,333+2.8% | $74,495+42.6% |
| Participation rate | 25.9% | 65.7%-39.8pp | 74.5%-48.6pp | 67.2%-41.3pp |
| Annual return | 12.06% | 27.56%-15.5pp | 24.88%-12.8pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $790 | $3,157-75.0% | $3,868-79.6% | $2,623-69.9% |
| Participant deferral / active EE | $1,884 | $3,860-51.2% | $5,057-62.7% | $4,346-56.6% |
| Admin fee / account holder | $165 | $2,368-93.0% | $8,355-98.0% | $1,942-91.5% |