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 | $102,560 | $165,335-38.0% | $149,696-31.5% | $158,922-35.5% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 16.61% | 348.15%-331.5pp | 276.60%-260.0pp | 302.83%-286.2pp |
| Employer contribution / active EE | $2,783 | $5,103-45.5% | $4,644-40.1% | $4,761-41.5% |
| Participant deferral / active EE | $6,630 | $7,181-7.7% | $6,842-3.1% | $5,982+10.8% |
| Admin fee / account holder | $24 | $10,807-99.8% | $9,309-99.7% | $11,246-99.8% |