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 | $83,857 | $104,907-20.1% | $84,611-0.9% | $152,861-45.1% |
| Participation rate | 60.0% | 74.8%-14.8pp | 68.2%-8.2pp | 82.4%-22.4pp |
| Annual return | 23.14% | 373.79%-350.6pp | 258.74%-235.6pp | 345.32%-322.2pp |
| Employer contribution / active EE | $1,662 | $3,302-49.7% | $2,652-37.3% | $4,762-65.1% |
| Participant deferral / active EE | $6,430 | $4,688+37.2% | $3,899+64.9% | $5,850+9.9% |
| Admin fee / account holder | $41 | $6,241-99.3% | $4,912-99.2% | $11,596-99.6% |