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 | $131,787 | $111,754+17.9% | $103,333+27.5% | $145,922-9.7% |
| Participation rate | 54.5% | 77.9%-23.4pp | 74.5%-20.0pp | 80.3%-25.7pp |
| Annual return | 10.13% | 24.77%-14.6pp | 24.88%-14.7pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,372 | $4,212-67.4% | $3,868-64.5% | $4,660-70.6% |
| Participant deferral / active EE | $4,889 | $5,619-13.0% | $5,057-3.3% | $6,688-26.9% |
| Admin fee / account holder | $15 | $9,750-99.8% | $8,355-99.8% | $13,397-99.9% |