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 | $122,700 | $78,422+56.5% | $95,952+27.9% | $79,858+53.6% |
| Participation rate | 27.0% | 73.5%-46.5pp | 77.1%-50.0pp | 69.6%-42.6pp |
| Annual return | 12.20% | 19.37%-7.2pp | 91.61%-79.4pp | 31.71%-19.5pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,015 | $3,440-41.4% | $4,167-51.6% | $3,740-46.1% |
| Admin fee / account holder | $250 | $5,622-95.6% | $6,795-96.3% | $5,306-95.3% |