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 | $29,817 | $157,256-81.0% | $141,162-78.9% | $152,861-80.5% |
| Participation rate | 68.2% | 84.8%-16.6pp | 82.5%-14.3pp | 82.4%-14.3pp |
| Annual return | 63.51% | 64.32%-0.8pp | 71.39%-7.9pp | 345.32%-281.8pp |
| Employer contribution / active EE | $1,710 | $5,261-67.5% | $4,735-63.9% | $4,762-64.1% |
| Participant deferral / active EE | $2,905 | $7,109-59.1% | $6,709-56.7% | $5,850-50.3% |
| Admin fee / account holder | $93 | $12,120-99.2% | $10,261-99.1% | $11,596-99.2% |