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 | $174,283 | $176,812-1.4% | $146,665+18.8% | $167,490+4.1% |
| Participation rate | 60.0% | 83.6%-23.6pp | 80.1%-20.1pp | 82.1%-22.1pp |
| Annual return | 14.28% | 24.03%-9.8pp | 22.74%-8.5pp | 478.56%-464.3pp |
| Employer contribution / active EE | $2,440 | $5,160-52.7% | $4,136-41.0% | $4,837-49.6% |
| Participant deferral / active EE | $6,534 | $6,440+1.5% | $5,506+18.7% | $6,341+3.0% |
| Admin fee / account holder | $28 | $13,259-99.8% | $10,280-99.7% | $12,309-99.8% |