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 | $146,287 | $86,332+69.4% | $125,175+16.9% | $65,185+124.4% |
| Participation rate | 41.5% | 75.3%-33.8pp | 79.8%-38.3pp | 70.2%-28.7pp |
| Annual return | 21.53% | 27.43%-5.9pp | 43.79%-22.3pp | 29.38%-7.9pp |
| Employer contribution / active EE | $1,536 | $2,040-24.7% | $3,865-60.3% | $2,177-29.4% |
| Participant deferral / active EE | $2,998 | $3,537-15.2% | $4,937-39.3% | $3,514-14.7% |
| Admin fee / account holder | $204 | $609-66.5% | $9,702-97.9% | $847-75.9% |