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 | $119,029 | $78,422+51.8% | $95,952+24.1% | $79,858+49.1% |
| Participation rate | 68.8% | 73.5%-4.7pp | 77.1%-8.3pp | 69.6%-0.9pp |
| Annual return | 16.42% | 19.37%-3.0pp | 91.61%-75.2pp | 31.71%-15.3pp |
| Employer contribution / active EE | $501 | $1,945-74.2% | $2,541-80.3% | $2,471-79.7% |
| Participant deferral / active EE | $5,102 | $3,440+48.3% | $4,167+22.4% | $3,740+36.4% |
| Admin fee / account holder | $12 | $5,622-99.8% | $6,795-99.8% | $5,306-99.8% |