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 | $91,292 | $157,256-41.9% | $141,162-35.3% | $152,861-40.3% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.4%-25.3pp |
| Annual return | 16.94% | 64.32%-47.4pp | 71.39%-54.5pp | 345.32%-328.4pp |
| Employer contribution / active EE | $1,721 | $5,261-67.3% | $4,735-63.7% | $4,762-63.9% |
| Participant deferral / active EE | $7,990 | $7,109+12.4% | $6,709+19.1% | $5,850+36.6% |
| Admin fee / account holder | $67 | $12,120-99.4% | $10,261-99.3% | $11,596-99.4% |