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 | $88,472 | $104,251-15.1% | $91,001-2.8% | $147,584-40.1% |
| Participation rate | 66.7% | 78.2%-11.6pp | 75.6%-8.9pp | 82.8%-16.2pp |
| Annual return | 20.93% | 27.06%-6.1pp | 4.60%+16.3pp | 578.55%-557.6pp |
| Employer contribution / active EE | $1,522 | $3,116-51.2% | $2,456-38.0% | $4,876-68.8% |
| Participant deferral / active EE | $5,133 | $4,195+22.3% | $3,547+44.7% | $5,439-5.6% |
| Admin fee / account holder | $56 | $8,948-99.4% | $5,417-99.0% | $10,885-99.5% |