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 | $134,101 | $81,248+65.1% | $155,509-13.8% | $80,856+65.9% |
| Participation rate | 68.4% | 66.2%+2.2pp | 78.2%-9.8pp | 67.6%+0.8pp |
| Annual return | 11.17% | 33.31%-22.1pp | 64.67%-53.5pp | 35.59%-24.4pp |
| Employer contribution / active EE | $3,440 | $3,100+11.0% | $4,672-26.4% | $2,755+24.9% |
| Participant deferral / active EE | $7,018 | $3,452+103.3% | $5,626+24.7% | $4,296+63.4% |
| Admin fee / account holder | $37 | $7,997-99.5% | $15,912-99.8% | $6,918-99.5% |