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 | $179,512 | $209,336-14.2% | $197,124-8.9% | $137,256+30.8% |
| Participation rate | 56.3% | 87.3%-31.1pp | 86.7%-30.5pp | 80.0%-23.7pp |
| Annual return | 17.84% | 48.09%-30.2pp | 44.34%-26.5pp | 220.34%-202.5pp |
| Employer contribution / active EE | $3,542 | $6,591-46.3% | $6,227-43.1% | $4,156-14.8% |
| Participant deferral / active EE | $8,692 | $9,614-9.6% | $9,135-4.8% | $6,407+35.7% |
| Admin fee / account holder | $299 | $17,308-98.3% | $16,298-98.2% | $12,270-97.6% |