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 | $94,149 | $102,966-8.6% | $90,281+4.3% | $152,861-38.4% |
| Participation rate | 42.9% | 75.9%-33.0pp | 73.3%-30.4pp | 82.4%-39.6pp |
| Annual return | 19.02% | 95.16%-76.1pp | 78.10%-59.1pp | 345.32%-326.3pp |
| Employer contribution / active EE | $642 | $3,139-79.5% | $2,854-77.5% | $4,762-86.5% |
| Participant deferral / active EE | $9,000 | $4,281+110.2% | $3,885+131.6% | $5,850+53.8% |
| Admin fee / account holder | $264 | $6,171-95.7% | $5,351-95.1% | $11,596-97.7% |