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 | $115,741 | $65,041+78.0% | $90,951+27.3% | $79,858+44.9% |
| Participation rate | 63.0% | 61.6%+1.4pp | 69.0%-6.0pp | 69.6%-6.7pp |
| Annual return | 11.70% | 30.45%-18.7pp | 134.60%-122.9pp | 31.71%-20.0pp |
| Employer contribution / active EE | $313 | $1,247-74.9% | $2,122-85.2% | $2,471-87.3% |
| Participant deferral / active EE | $2,421 | $2,512-3.6% | $3,373-28.2% | $3,740-35.3% |
| Admin fee / account holder | $0 | $4,536-100.0% | $5,959-100.0% | $5,306-100.0% |