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 | $106,322 | $78,705+35.1% | $117,854-9.8% | $70,131+51.6% |
| Participation rate | 69.2% | 73.2%-4.0pp | 79.7%-10.4pp | 69.5%-0.3pp |
| Annual return | 14.15% | 23.30%-9.1pp | 335.08%-320.9pp | 73.14%-59.0pp |
| Employer contribution / active EE | $1,398 | $2,223-37.1% | $3,786-63.1% | $2,342-40.3% |
| Participant deferral / active EE | $4,117 | $3,297+24.9% | $4,482-8.1% | $3,332+23.6% |
| Admin fee / account holder | $2 | $5,065-100.0% | $8,020-100.0% | $4,645-100.0% |