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 | $101,966 | $112,729-9.5% | $98,716+3.3% | $137,256-25.7% |
| Participation rate | 23.1% | 74.2%-51.2pp | 69.3%-46.2pp | 80.0%-56.9pp |
| Annual return | 22.56% | 38.48%-15.9pp | 31.81%-9.2pp | 220.34%-197.8pp |
| Employer contribution / active EE | $788 | $2,725-71.1% | $2,279-65.4% | $4,156-81.0% |
| Participant deferral / active EE | $6,771 | $4,640+45.9% | $4,048+67.3% | $6,407+5.7% |
| Admin fee / account holder | $20 | $10,129-99.8% | $8,703-99.8% | $12,270-99.8% |