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 | $103,172 | $88,583+16.5% | $88,497+16.6% | $273,961-62.3% |
| Participation rate | 62.5% | 83.5%-21.0pp | 82.4%-19.9pp | 83.0%-20.5pp |
| Annual return | 3.24% | 5.68%-2.4pp | 7.63%-4.4pp | 41.45%-38.2pp |
| Employer contribution / active EE | $1,453 | $4,502-67.7% | $4,036-64.0% | $4,869-70.2% |
| Participant deferral / active EE | $3,310 | $4,891-32.3% | $4,899-32.4% | $5,287-37.4% |
| Admin fee / account holder | $21 | $8,980-99.8% | $6,220-99.7% | $10,132-99.8% |