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 | $104,244 | $105,998-1.7% | $92,233+13.0% | $147,584-29.4% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 23.00% | 50.05%-27.1pp | 176.28%-153.3pp | 578.55%-555.6pp |
| Employer contribution / active EE | $1,533 | $4,333-64.6% | $3,679-58.3% | $4,876-68.6% |
| Participant deferral / active EE | $5,234 | $4,478+16.9% | $3,897+34.3% | $5,439-3.8% |
| Admin fee / account holder | $35 | $6,332-99.5% | $5,194-99.3% | $10,885-99.7% |