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 | $112,384 | $99,918+12.5% | $81,382+38.1% | $145,922-23.0% |
| Participation rate | 42.1% | 74.2%-32.1pp | 69.5%-27.4pp | 80.3%-38.2pp |
| Annual return | 19.78% | 34.32%-14.5pp | 24.73%-5.0pp | 561.29%-541.5pp |
| Employer contribution / active EE | $1,472 | $2,978-50.6% | $2,463-40.2% | $4,660-68.4% |
| Participant deferral / active EE | $2,478 | $4,605-46.2% | $3,883-36.2% | $6,688-62.9% |
| Admin fee / account holder | $247 | $8,212-97.0% | $5,768-95.7% | $13,397-98.2% |