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 | $150,912 | $72,492+108.2% | $87,100+73.3% | $72,985+106.8% |
| Participation rate | 41.9% | 72.8%-30.9pp | 76.9%-34.9pp | 69.5%-27.6pp |
| Annual return | 26.93% | 24.46%+2.5pp | 28.19%-1.3pp | 81.00%-54.1pp |
| Employer contribution / active EE | $1,043 | $1,894-44.9% | $2,521-58.6% | $2,440-57.3% |
| Participant deferral / active EE | $2,234 | $3,270-31.7% | $4,049-44.8% | $3,607-38.1% |
| Admin fee / account holder | $0 | $5,055-100.0% | $7,497-100.0% | $5,124-100.0% |