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 6-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 | $180,416 | $92,985+94.0% | $153,485+17.5% | $80,856+123.1% |
| Participation rate | 65.3% | 69.0%-3.7pp | 77.1%-11.8pp | 67.6%-2.3pp |
| Annual return | 13.51% | 19.95%-6.4pp | 15.65%-2.1pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,921 | $3,507-45.2% | $5,039-61.9% | $2,755-30.3% |
| Participant deferral / active EE | $3,715 | $5,178-28.2% | $6,757-45.0% | $4,296-13.5% |
| Admin fee / account holder | $215 | $8,880-97.6% | $12,724-98.3% | $6,918-96.9% |