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 | $123,186 | $118,849+3.6% | $96,562+27.6% | $167,490-26.5% |
| Participation rate | 54.5% | 75.5%-20.9pp | 69.8%-15.3pp | 82.1%-27.6pp |
| Annual return | 11.96% | 50.49%-38.5pp | 37.78%-25.8pp | 478.56%-466.6pp |
| Employer contribution / active EE | $2,411 | $3,120-22.7% | $2,356+2.3% | $4,837-50.2% |
| Participant deferral / active EE | $8,938 | $4,616+93.6% | $3,849+132.2% | $6,341+41.0% |
| Admin fee / account holder | $31 | $8,065-99.6% | $6,181-99.5% | $12,309-99.8% |