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 | $103,140 | $109,904-6.2% | $97,167+6.1% | $145,959-29.3% |
| Participation rate | 58.3% | 75.9%-17.6pp | 72.7%-14.4pp | 80.3%-22.0pp |
| Annual return | 19.53% | 243.43%-223.9pp | 75.27%-55.7pp | 561.95%-542.4pp |
| Employer contribution / active EE | $2,317 | $3,084-24.9% | $2,729-15.1% | $4,661-50.3% |
| Participant deferral / active EE | $5,843 | $4,676+25.0% | $4,264+37.1% | $6,689-12.6% |
| Admin fee / account holder | $6 | $6,216-99.9% | $5,650-99.9% | $13,398-100.0% |