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 | $68,826 | $49,173+40.0% | $121,098-43.2% | $75,163-8.4% |
| Participation rate | 62.5% | 55.4%+7.1pp | 69.5%-7.0pp | 67.2%-4.7pp |
| Annual return | 14.82% | 55.99%-41.2pp | 985.75%-970.9pp | 160.62%-145.8pp |
| Employer contribution / active EE | $1,559 | $1,546+0.9% | $4,164-62.5% | $2,670-41.6% |
| Participant deferral / active EE | $2,952 | $2,628+12.4% | $4,080-27.6% | $4,125-28.4% |
| Admin fee / account holder | $279 | $3,942-92.9% | $5,644-95.1% | $5,651-95.1% |