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 | $110,997 | $112,096-1.0% | $95,952+15.7% | $158,922-30.2% |
| Participation rate | 37.5% | 79.0%-41.5pp | 77.1%-39.6pp | 82.0%-44.5pp |
| Annual return | 19.36% | 171.09%-151.7pp | 91.61%-72.3pp | 302.83%-283.5pp |
| Employer contribution / active EE | $1,334 | $3,198-58.3% | $2,541-47.5% | $4,761-72.0% |
| Participant deferral / active EE | $5,284 | $4,784+10.5% | $4,167+26.8% | $5,982-11.7% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |