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 | $105,876 | $117,983-10.3% | $101,794+4.0% | $142,382-25.6% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 27.57% | 36.92%-9.3pp | 30.53%-3.0pp | 217.08%-189.5pp |
| Employer contribution / active EE | $1,090 | $2,773-60.7% | $2,289-52.4% | $4,299-74.7% |
| Participant deferral / active EE | $3,472 | $4,714-26.3% | $4,084-15.0% | $6,507-46.6% |
| Admin fee / account holder | $30 | $10,433-99.7% | $8,777-99.7% | $12,624-99.8% |