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 | $125,260 | $65,041+92.6% | $90,951+37.7% | $79,858+56.9% |
| Participation rate | 55.2% | 61.6%-6.4pp | 69.0%-13.8pp | 69.6%-14.5pp |
| Annual return | 14.30% | 30.45%-16.2pp | 134.60%-120.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $1,510 | $1,247+21.1% | $2,122-28.8% | $2,471-38.9% |
| Participant deferral / active EE | $3,107 | $2,512+23.7% | $3,373-7.9% | $3,740-16.9% |
| Admin fee / account holder | $16 | $4,536-99.6% | $5,959-99.7% | $5,306-99.7% |