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 | $117,522 | $76,407+53.8% | $150,298-21.8% | $82,448+42.5% |
| Participation rate | 66.7% | 66.4%+0.3pp | 77.8%-11.1pp | 68.1%-1.4pp |
| Annual return | 16.40% | 39.99%-23.6pp | 62.79%-46.4pp | 41.64%-25.2pp |
| Employer contribution / active EE | $2,243 | $2,614-14.2% | $4,154-46.0% | $2,551-12.1% |
| Participant deferral / active EE | $3,807 | $3,214+18.4% | $5,453-30.2% | $4,139-8.0% |
| Admin fee / account holder | $0 | $6,352-100.0% | $14,116-100.0% | $7,234-100.0% |