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 | $79,962 | $72,492+10.3% | $87,100-8.2% | $72,985+9.6% |
| Participation rate | 48.0% | 72.8%-24.8pp | 76.9%-28.9pp | 69.5%-21.5pp |
| Annual return | 21.76% | 24.46%-2.7pp | 28.19%-6.4pp | 81.00%-59.2pp |
| Employer contribution / active EE | $3,751 | $1,894+98.0% | $2,521+48.8% | $2,440+53.7% |
| Participant deferral / active EE | $5,049 | $3,270+54.4% | $4,049+24.7% | $3,607+40.0% |
| Admin fee / account holder | $181 | $5,055-96.4% | $7,497-97.6% | $5,124-96.5% |