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 | $83,326 | $83,477-0.2% | $125,175-33.4% | $72,985+14.2% |
| Participation rate | 40.7% | 73.3%-32.6pp | 79.8%-39.0pp | 69.5%-28.7pp |
| Annual return | 25.54% | 25.78%-0.2pp | 43.79%-18.3pp | 81.00%-55.5pp |
| Employer contribution / active EE | $1,614 | $2,345-31.2% | $3,865-58.3% | $2,440-33.9% |
| Participant deferral / active EE | $2,971 | $3,585-17.1% | $4,937-39.8% | $3,607-17.6% |
| Admin fee / account holder | $145 | $5,517-97.4% | $9,702-98.5% | $5,124-97.2% |