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 | $87,973 | $91,190-3.5% | $178,490-50.7% | $79,858+10.2% |
| Participation rate | 67.4% | 69.2%-1.8pp | 81.9%-14.5pp | 69.6%-2.2pp |
| Annual return | 18.67% | 24.19%-5.5pp | 151.07%-132.4pp | 31.71%-13.0pp |
| Employer contribution / active EE | $568 | $3,256-82.5% | $5,011-88.7% | $2,471-77.0% |
| Participant deferral / active EE | $1,811 | $3,236-44.1% | $5,202-65.2% | $3,740-51.6% |
| Admin fee / account holder | $300 | $6,751-95.6% | $13,984-97.9% | $5,306-94.4% |