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 | $103,186 | $183,592-43.8% | $155,567-33.7% | $145,959-29.3% |
| Participation rate | 63.6% | 82.7%-19.0pp | 78.2%-14.6pp | 80.3%-16.6pp |
| Annual return | 10.45% | 61.24%-50.8pp | 64.74%-54.3pp | 561.95%-551.5pp |
| Employer contribution / active EE | $2,992 | $5,315-43.7% | $4,674-36.0% | $4,661-35.8% |
| Participant deferral / active EE | $4,158 | $6,464-35.7% | $5,628-26.1% | $6,689-37.8% |
| Admin fee / account holder | $8 | $19,318-100.0% | $15,916-99.9% | $13,398-99.9% |