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 | $70,344 | $65,041+8.2% | $90,951-22.7% | $79,858-11.9% |
| Participation rate | 52.8% | 61.6%-8.8pp | 69.0%-16.2pp | 69.6%-16.9pp |
| Annual return | 11.11% | 30.45%-19.3pp | 134.60%-123.5pp | 31.71%-20.6pp |
| Employer contribution / active EE | $842 | $1,247-32.5% | $2,122-60.3% | $2,471-65.9% |
| Participant deferral / active EE | $2,013 | $2,512-19.9% | $3,373-40.3% | $3,740-46.2% |
| Admin fee / account holder | $287 | $4,536-93.7% | $5,959-95.2% | $5,306-94.6% |