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 | $99,823 | $95,803+4.2% | $113,168-11.8% | $84,808+17.7% |
| Participation rate | 54.8% | 72.9%-18.1pp | 76.6%-21.8pp | 68.3%-13.5pp |
| Annual return | 14.04% | 25.00%-11.0pp | 24.27%-10.2pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,556 | $2,360-34.1% | $2,975-47.7% | $2,631-40.8% |
| Participant deferral / active EE | $4,285 | $4,242+1.0% | $5,107-16.1% | $4,212+1.7% |
| Admin fee / account holder | $157 | $8,989-98.3% | $12,068-98.7% | $7,344-97.9% |