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 | $110,858 | $80,717+37.3% | $154,803-28.4% | $84,808+30.7% |
| Participation rate | 44.4% | 66.8%-22.4pp | 78.1%-33.6pp | 68.3%-23.9pp |
| Annual return | 16.54% | 37.96%-21.4pp | 58.88%-42.3pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,540 | $2,761-44.2% | $4,305-64.2% | $2,631-41.5% |
| Participant deferral / active EE | $2,525 | $3,303-23.6% | $5,540-54.4% | $4,212-40.0% |
| Admin fee / account holder | -$73 | $6,746-101.1% | $14,329-100.5% | $7,344-101.0% |