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 | $99,578 | $110,257-9.7% | $96,544+3.1% | $139,434-28.6% |
| Participation rate | 42.1% | 78.1%-36.0pp | 76.0%-33.9pp | 80.3%-38.2pp |
| Annual return | 14.04% | 26.32%-12.3pp | 25.84%-11.8pp | 372.94%-358.9pp |
| Employer contribution / active EE | $1,145 | $3,620-68.4% | $2,965-61.4% | $4,751-75.9% |
| Participant deferral / active EE | $2,569 | $5,548-53.7% | $4,851-47.0% | $6,710-61.7% |
| Admin fee / account holder | $216 | $11,591-98.1% | $8,252-97.4% | $11,403-98.1% |