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 | $143,139 | $72,277+98.0% | $101,248+41.4% | $79,858+79.2% |
| Participation rate | 64.3% | 68.5%-4.2pp | 75.8%-11.5pp | 69.6%-5.3pp |
| Annual return | 15.69% | 22.30%-6.6pp | 46.47%-30.8pp | 31.71%-16.0pp |
| Employer contribution / active EE | $824 | $2,692-69.4% | $3,660-77.5% | $2,471-66.6% |
| Participant deferral / active EE | $4,856 | $3,282+48.0% | $4,370+11.1% | $3,740+29.8% |
| Admin fee / account holder | $187 | $4,400-95.8% | $5,945-96.9% | $5,306-96.5% |