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 | $138,957 | $110,257+26.0% | $96,544+43.9% | $139,434-0.3% |
| Participation rate | 41.2% | 78.1%-36.9pp | 76.0%-34.8pp | 80.3%-39.1pp |
| Annual return | 17.03% | 26.32%-9.3pp | 25.84%-8.8pp | 372.94%-355.9pp |
| Employer contribution / active EE | $2,576 | $3,620-28.8% | $2,965-13.1% | $4,751-45.8% |
| Participant deferral / active EE | $5,018 | $5,548-9.6% | $4,851+3.4% | $6,710-25.2% |
| Admin fee / account holder | $54 | $11,591-99.5% | $8,252-99.3% | $11,403-99.5% |