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 | $112,830 | $89,753+25.7% | $107,525+4.9% | $84,808+33.0% |
| Participation rate | 65.8% | 68.1%-2.3pp | 75.1%-9.3pp | 68.3%-2.5pp |
| Annual return | 21.06% | 29.48%-8.4pp | 181.32%-160.3pp | 40.90%-19.8pp |
| Employer contribution / active EE | $1,888 | $3,113-39.4% | $3,754-49.7% | $2,631-28.2% |
| Participant deferral / active EE | $4,352 | $4,056+7.3% | $5,116-14.9% | $4,212+3.3% |
| Admin fee / account holder | $3 | $7,222-100.0% | $8,919-100.0% | $7,344-100.0% |