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 | $149,746 | $162,781-8.0% | $133,956+11.8% | $158,922-5.8% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 14.07% | 41.94%-27.9pp | 45.09%-31.0pp | 302.83%-288.8pp |
| Employer contribution / active EE | $1,909 | $4,975-61.6% | $3,919-51.3% | $4,761-59.9% |
| Participant deferral / active EE | $8,114 | $5,911+37.3% | $5,048+60.8% | $5,982+35.6% |
| Admin fee / account holder | $12 | $11,736-99.9% | $8,927-99.9% | $11,246-99.9% |