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 | $84,901 | $136,307-37.7% | $106,619-20.4% | $273,961-69.0% |
| Participation rate | 66.7% | 84.8%-18.1pp | 78.0%-11.3pp | 83.0%-16.3pp |
| Annual return | 3.28% | 11.05%-7.8pp | 9.42%-6.1pp | 41.45%-38.2pp |
| Employer contribution / active EE | $7,438 | $5,190+43.3% | $3,947+88.5% | $4,869+52.8% |
| Participant deferral / active EE | $8,000 | $4,969+61.0% | $3,930+103.6% | $5,287+51.3% |
| Admin fee / account holder | $40 | $8,625-99.5% | $6,418-99.4% | $10,132-99.6% |