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 | $124,532 | $104,974+18.6% | $95,585+30.3% | $142,382-12.5% |
| Participation rate | 35.3% | 75.0%-39.7pp | 72.1%-36.8pp | 80.1%-44.8pp |
| Annual return | 17.27% | 210.33%-193.1pp | 38.56%-21.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $850 | $2,779-69.4% | $2,527-66.4% | $4,299-80.2% |
| Participant deferral / active EE | $1,320 | $4,352-69.7% | $4,023-67.2% | $6,507-79.7% |
| Admin fee / account holder | $106 | $6,386-98.3% | $6,127-98.3% | $12,624-99.2% |