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 | $167,393 | $177,572-5.7% | $154,803+8.1% | $142,382+17.6% |
| Participation rate | 62.5% | 82.1%-19.6pp | 78.1%-15.6pp | 80.1%-17.6pp |
| Annual return | 17.57% | 65.07%-47.5pp | 58.88%-41.3pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,811 | $4,810-62.4% | $4,305-57.9% | $4,299-57.9% |
| Participant deferral / active EE | $2,061 | $6,272-67.1% | $5,540-62.8% | $6,507-68.3% |
| Admin fee / account holder | $44 | $16,786-99.7% | $14,329-99.7% | $12,624-99.7% |