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 | $110,539 | $133,922-17.5% | $116,228-4.9% | $142,382-22.4% |
| Participation rate | 69.2% | 77.9%-8.6pp | 74.6%-5.3pp | 80.1%-10.9pp |
| Annual return | 12.20% | 147.76%-135.6pp | 90.06%-77.9pp | 217.08%-204.9pp |
| Employer contribution / active EE | $6,056 | $3,446+75.8% | $2,994+102.2% | $4,299+40.9% |
| Participant deferral / active EE | $5,827 | $5,672+2.7% | $4,953+17.6% | $6,507-10.5% |
| Admin fee / account holder | $86 | $14,945-99.4% | $11,989-99.3% | $12,624-99.3% |