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 | $105,642 | $165,335-36.1% | $149,696-29.4% | $158,922-33.5% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 15.68% | 348.15%-332.5pp | 276.60%-260.9pp | 302.83%-287.1pp |
| Employer contribution / active EE | $3,814 | $5,103-25.3% | $4,644-17.9% | $4,761-19.9% |
| Participant deferral / active EE | $6,014 | $7,181-16.3% | $6,842-12.1% | $5,982+0.5% |
| Admin fee / account holder | $120 | $10,807-98.9% | $9,309-98.7% | $11,246-98.9% |