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 | $101,933 | $95,862+6.3% | $79,550+28.1% | $134,475-24.2% |
| Participation rate | 16.7% | 75.0%-58.4pp | 69.5%-52.8pp | 81.2%-64.6pp |
| Annual return | 1.42% | -2.69%+4.1pp | 0.16%+1.3pp | 417.96%-416.5pp |
| Employer contribution / active EE | $636 | $3,128-79.7% | $2,413-73.6% | $4,740-86.6% |
| Participant deferral / active EE | $1,590 | $4,693-66.1% | $3,985-60.1% | $6,400-75.2% |
| Admin fee / account holder | $40 | $9,126-99.6% | $6,832-99.4% | $11,426-99.6% |