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 | $103,412 | $105,998-2.4% | $92,233+12.1% | $147,584-29.9% |
| Participation rate | 63.6% | 80.4%-16.8pp | 76.5%-12.8pp | 82.8%-19.2pp |
| Annual return | 18.89% | 50.05%-31.2pp | 176.28%-157.4pp | 578.55%-559.7pp |
| Employer contribution / active EE | $3,077 | $4,333-29.0% | $3,679-16.4% | $4,876-36.9% |
| Participant deferral / active EE | $3,224 | $4,478-28.0% | $3,897-17.3% | $5,439-40.7% |
| Admin fee / account holder | $39 | $6,332-99.4% | $5,194-99.3% | $10,885-99.6% |