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 | $146,954 | $150,187-2.2% | $120,354+22.1% | $145,922+0.7% |
| Participation rate | 66.7% | 78.8%-12.1pp | 71.9%-5.2pp | 80.3%-13.6pp |
| Annual return | 13.77% | 154.07%-140.3pp | 107.15%-93.4pp | 561.29%-547.5pp |
| Employer contribution / active EE | $2,911 | $4,348-33.0% | $3,463-15.9% | $4,660-37.5% |
| Participant deferral / active EE | $4,942 | $6,173-19.9% | $4,991-1.0% | $6,688-26.1% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |