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 | $99,091 | $175,202-43.4% | $149,673-33.8% | $139,434-28.9% |
| Participation rate | 57.1% | 83.4%-26.2pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | 10.89% | 166.71%-155.8pp | 134.42%-123.5pp | 372.94%-362.1pp |
| Employer contribution / active EE | $2,757 | $5,474-49.6% | $4,818-42.8% | $4,751-42.0% |
| Participant deferral / active EE | $6,728 | $6,519+3.2% | $5,680+18.5% | $6,710+0.3% |
| Admin fee / account holder | $108 | $16,150-99.3% | $13,210-99.2% | $11,403-99.1% |