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 | $150,492 | $162,781-7.5% | $133,956+12.3% | $158,922-5.3% |
| Participation rate | 55.6% | 83.2%-27.7pp | 79.8%-24.3pp | 82.0%-26.4pp |
| Annual return | 10.68% | 41.94%-31.3pp | 45.09%-34.4pp | 302.83%-292.1pp |
| Employer contribution / active EE | $1,199 | $4,975-75.9% | $3,919-69.4% | $4,761-74.8% |
| Participant deferral / active EE | $1,871 | $5,911-68.3% | $5,048-62.9% | $5,982-68.7% |
| Admin fee / account holder | $200 | $11,736-98.3% | $8,927-97.8% | $11,246-98.2% |