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 | $100,958 | $49,915+102.3% | $154,803-34.8% | $74,304+35.9% |
| Participation rate | 55.0% | 54.0%+1.0pp | 78.1%-23.1pp | 60.3%-5.4pp |
| Annual return | 14.39% | 34.06%-19.7pp | 58.88%-44.5pp | 29.43%-15.0pp |
| Employer contribution / active EE | $1,982 | $1,611+23.0% | $4,305-54.0% | $2,241-11.6% |
| Participant deferral / active EE | $4,017 | $2,255+78.2% | $5,540-27.5% | $3,767+6.6% |
| Admin fee / account holder | $0 | $2,189-100.0% | $14,329-100.0% | $2,969-100.0% |