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 | $117,983-13.6% | $101,794+0.2% | $142,382-28.4% |
| Participation rate | 23.1% | 74.2%-51.1pp | 69.2%-46.1pp | 80.1%-57.0pp |
| Annual return | 22.56% | 36.92%-14.4pp | 30.53%-8.0pp | 217.08%-194.5pp |
| Employer contribution / active EE | $788 | $2,773-71.6% | $2,289-65.6% | $4,299-81.7% |
| Participant deferral / active EE | $6,771 | $4,714+43.6% | $4,084+65.8% | $6,507+4.1% |
| Admin fee / account holder | $20 | $10,433-99.8% | $8,777-99.8% | $12,624-99.8% |