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 | $95,700 | $104,251-8.2% | $91,001+5.2% | $147,584-35.2% |
| Participation rate | 60.0% | 78.2%-18.2pp | 75.6%-15.6pp | 82.8%-22.8pp |
| Annual return | 26.33% | 27.06%-0.7pp | 4.60%+21.7pp | 578.55%-552.2pp |
| Employer contribution / active EE | $1,577 | $3,116-49.4% | $2,456-35.8% | $4,876-67.7% |
| Participant deferral / active EE | $6,834 | $4,195+62.9% | $3,547+92.6% | $5,439+25.7% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |