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 | $116,100 | $124,281-6.6% | $109,143+6.4% | $167,490-30.7% |
| Participation rate | 33.3% | 79.4%-46.1pp | 75.9%-42.5pp | 82.1%-48.8pp |
| Annual return | 15.57% | 26.04%-10.5pp | 25.75%-10.2pp | 478.56%-463.0pp |
| Employer contribution / active EE | $2,880 | $4,207-31.5% | $3,722-22.6% | $4,837-40.5% |
| Participant deferral / active EE | $8,667 | $5,255+64.9% | $4,653+86.3% | $6,341+36.7% |
| Admin fee / account holder | $72 | $7,970-99.1% | $6,752-98.9% | $12,309-99.4% |