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 | $103,292 | $109,881-6.0% | $150,045-31.2% | $84,808+21.8% |
| Participation rate | 68.3% | 76.1%-7.8pp | 82.3%-14.0pp | 68.3%0pp |
| Annual return | 18.94% | 28.25%-9.3pp | 62.55%-43.6pp | 40.90%-22.0pp |
| Employer contribution / active EE | $2,226 | $3,561-37.5% | $4,693-52.6% | $2,631-15.4% |
| Participant deferral / active EE | $6,472 | $6,636-2.5% | $7,997-19.1% | $4,212+53.7% |
| Admin fee / account holder | $89 | $8,568-99.0% | $13,435-99.3% | $7,344-98.8% |