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 | $187,886 | $101,724+84.7% | $164,813+14.0% | $80,856+132.4% |
| Participation rate | 69.2% | 71.8%-2.6pp | 78.6%-9.4pp | 67.6%+1.6pp |
| Annual return | 15.67% | 16.72%-1.0pp | 69.93%-54.3pp | 35.59%-19.9pp |
| Employer contribution / active EE | $3,665 | $2,953+24.1% | $4,341-15.6% | $2,755+33.1% |
| Participant deferral / active EE | $10,406 | $4,477+132.4% | $6,031+72.5% | $4,296+142.2% |
| Admin fee / account holder | $65 | $8,227-99.2% | $12,690-99.5% | $6,918-99.1% |