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 | $76,407+45.1% | $150,298-26.2% | $82,448+34.5% |
| Participation rate | 44.4% | 66.4%-22.0pp | 77.8%-33.3pp | 68.1%-23.6pp |
| Annual return | 16.54% | 39.99%-23.5pp | 62.79%-46.2pp | 41.64%-25.1pp |
| Employer contribution / active EE | $1,540 | $2,614-41.1% | $4,154-62.9% | $2,551-39.6% |
| Participant deferral / active EE | $2,525 | $3,214-21.4% | $5,453-53.7% | $4,139-39.0% |
| Admin fee / account holder | -$73 | $6,352-101.2% | $14,116-100.5% | $7,234-101.0% |