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 | $81,321 | $78,705+3.3% | $117,854-31.0% | $70,131+16.0% |
| Participation rate | 55.6% | 73.2%-17.6pp | 79.7%-24.1pp | 69.5%-14.0pp |
| Annual return | 19.41% | 23.30%-3.9pp | 335.08%-315.7pp | 73.14%-53.7pp |
| Employer contribution / active EE | $1,572 | $2,223-29.3% | $3,786-58.5% | $2,342-32.9% |
| Participant deferral / active EE | $3,181 | $3,297-3.5% | $4,482-29.0% | $3,332-4.5% |
| Admin fee / account holder | $130 | $5,065-97.4% | $8,020-98.4% | $4,645-97.2% |