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 | $132,169 | $117,983+12.0% | $101,794+29.8% | $142,382-7.2% |
| Participation rate | 68.8% | 74.2%-5.5pp | 69.2%-0.4pp | 80.1%-11.4pp |
| Annual return | 15.58% | 36.92%-21.3pp | 30.53%-14.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,440 | $2,773-48.1% | $2,289-37.1% | $4,299-66.5% |
| Participant deferral / active EE | $7,560 | $4,714+60.4% | $4,084+85.1% | $6,507+16.2% |
| Admin fee / account holder | $38 | $10,433-99.6% | $8,777-99.6% | $12,624-99.7% |