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 | $94,129 | $77,634+21.2% | $156,549-39.9% | $62,891+49.7% |
| Participation rate | 48.8% | 71.2%-22.4pp | 84.0%-35.2pp | 69.3%-20.5pp |
| Annual return | 4.85% | 50.32%-45.5pp | 32.23%-27.4pp | 20.14%-15.3pp |
| Employer contribution / active EE | $1,783 | $3,444-48.2% | $5,501-67.6% | $2,281-21.8% |
| Participant deferral / active EE | $5,193 | $3,045+70.5% | $4,871+6.6% | $3,203+62.1% |
| Admin fee / account holder | $291 | $5,561-94.8% | $13,027-97.8% | $4,296-93.2% |