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 | $92,926 | $86,929+6.9% | $102,423-9.3% | $80,856+14.9% |
| Participation rate | 52.0% | 72.4%-20.4pp | 76.5%-24.5pp | 67.6%-15.6pp |
| Annual return | 15.50% | 18.88%-3.4pp | 29.32%-13.8pp | 35.59%-20.1pp |
| Employer contribution / active EE | $2,004 | $2,369-15.4% | $3,023-33.7% | $2,755-27.2% |
| Participant deferral / active EE | $4,315 | $4,118+4.8% | $5,053-14.6% | $4,296+0.4% |
| Admin fee / account holder | $284 | $8,049-96.5% | $9,451-97.0% | $6,918-95.9% |