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 | $110,426 | $109,327+1.0% | $89,391+23.5% | $158,922-30.5% |
| Participation rate | 40.0% | 74.3%-34.3pp | 68.0%-28.0pp | 82.0%-42.0pp |
| Annual return | 20.68% | 345.68%-325.0pp | 245.62%-224.9pp | 302.83%-282.1pp |
| Employer contribution / active EE | $1,206 | $3,170-62.0% | $2,586-53.4% | $4,761-74.7% |
| Participant deferral / active EE | $6,173 | $4,598+34.2% | $3,890+58.7% | $5,982+3.2% |
| Admin fee / account holder | $42 | $6,153-99.3% | $4,881-99.1% | $11,246-99.6% |