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 | $158,155 | $65,685+140.8% | $57,179+176.6% | $273,961-42.3% |
| Participation rate | 66.7% | 78.3%-11.7pp | 75.3%-8.7pp | 83.0%-16.3pp |
| Annual return | 12.53% | 21.99%-9.5pp | 14.59%-2.1pp | 41.45%-28.9pp |
| Employer contribution / active EE | $4,634 | $3,279+41.3% | $2,682+72.8% | $4,869-4.8% |
| Participant deferral / active EE | $2,957 | $3,782-21.8% | $3,096-4.5% | $5,287-44.1% |
| Admin fee / account holder | $125 | $4,835-97.4% | $3,139-96.0% | $10,132-98.8% |