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 | $91,761 | $99,652-7.9% | $78,778+16.5% | $147,584-37.8% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.2%-19.2pp | 82.8%-32.8pp |
| Annual return | 21.67% | 47.28%-25.6pp | 35.62%-13.9pp | 578.55%-556.9pp |
| Employer contribution / active EE | $436 | $2,796-84.4% | $1,986-78.1% | $4,876-91.1% |
| Participant deferral / active EE | $1,804 | $3,664-50.8% | $2,958-39.0% | $5,439-66.8% |
| Admin fee / account holder | -$129 | $7,155-101.8% | $5,134-102.5% | $10,885-101.2% |