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 | $105,192 | $172,111-38.9% | $150,298-30.0% | $137,256-23.4% |
| Participation rate | 42.9% | 81.7%-38.9pp | 77.8%-34.9pp | 80.0%-37.1pp |
| Annual return | 18.41% | 69.37%-51.0pp | 62.79%-44.4pp | 220.34%-201.9pp |
| Employer contribution / active EE | $2,834 | $4,636-38.9% | $4,154-31.8% | $4,156-31.8% |
| Participant deferral / active EE | $4,739 | $6,166-23.1% | $5,453-13.1% | $6,407-26.0% |
| Admin fee / account holder | $294 | $16,471-98.2% | $14,116-97.9% | $12,270-97.6% |