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 | $76,942 | $87,733-12.3% | $106,548-27.8% | $85,850-10.4% |
| Participation rate | 61.3% | 71.9%-10.6pp | 76.1%-14.8pp | 69.3%-8.0pp |
| Annual return | 26.15% | 21.86%+4.3pp | 26.80%-0.6pp | 318.53%-292.4pp |
| Employer contribution / active EE | $515 | $2,073-75.2% | $2,819-81.7% | $2,565-79.9% |
| Participant deferral / active EE | $3,039 | $3,469-12.4% | $4,398-30.9% | $3,952-23.1% |
| Admin fee / account holder | $167 | $6,767-97.5% | $7,407-97.7% | $6,260-97.3% |