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 5-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 | $119,275 | $106,584+11.9% | $101,326+17.7% | $142,382-16.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 81.5%-31.5pp | 80.1%-30.1pp |
| Annual return | 81.17% | 36.93%+44.2pp | 36.82%+44.4pp | 217.08%-135.9pp |
| Employer contribution / active EE | $1,112 | $3,956-71.9% | $3,665-69.7% | $4,299-74.1% |
| Participant deferral / active EE | $3,330 | $8,297-59.9% | $7,994-58.3% | $6,507-48.8% |
| Admin fee / account holder | $185 | $11,446-98.4% | $11,185-98.3% | $12,624-98.5% |