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 | $76,086 | $54,762+38.9% | $90,281-15.7% | $72,985+4.2% |
| Participation rate | 68.8% | 65.1%+3.6pp | 73.3%-4.5pp | 69.5%-0.7pp |
| Annual return | 25.65% | 30.63%-5.0pp | 78.10%-52.5pp | 81.00%-55.4pp |
| Employer contribution / active EE | $614 | $2,092-70.7% | $2,854-78.5% | $2,440-74.8% |
| Participant deferral / active EE | $3,797 | $2,887+31.5% | $3,885-2.3% | $3,607+5.3% |
| Admin fee / account holder | $287 | $3,972-92.8% | $5,351-94.6% | $5,124-94.4% |