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 | $127,326 | $106,515+19.5% | $96,683+31.7% | $139,434-8.7% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 17.18% | 38.43%-21.2pp | 35.69%-18.5pp | 372.94%-355.8pp |
| Employer contribution / active EE | $1,522 | $4,103-62.9% | $3,737-59.3% | $4,751-68.0% |
| Participant deferral / active EE | $1,521 | $5,454-72.1% | $4,878-68.8% | $6,710-77.3% |
| Admin fee / account holder | $60 | $7,877-99.2% | $6,730-99.1% | $11,403-99.5% |