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 | $147,355 | $163,101-9.7% | $136,749+7.8% | $142,382+3.5% |
| Participation rate | 63.2% | 78.2%-15.1pp | 72.1%-9.0pp | 80.1%-17.0pp |
| Annual return | 21.20% | 27.54%-6.3pp | 24.33%-3.1pp | 217.08%-195.9pp |
| Employer contribution / active EE | $1,131 | $4,117-72.5% | $3,400-66.7% | $4,299-73.7% |
| Participant deferral / active EE | $3,302 | $5,585-40.9% | $4,692-29.6% | $6,507-49.3% |
| Admin fee / account holder | $20 | $14,318-99.9% | $11,386-99.8% | $12,624-99.8% |