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 | $79,603 | $61,605+29.2% | $112,229-29.1% | $75,163+5.9% |
| Participation rate | 67.4% | 61.7%+5.8pp | 72.4%-5.0pp | 67.2%+0.3pp |
| Annual return | 14.40% | 28.47%-14.1pp | 30.20%-15.8pp | 160.62%-146.2pp |
| Employer contribution / active EE | $1,344 | $2,015-33.3% | $3,430-60.8% | $2,670-49.7% |
| Participant deferral / active EE | $4,700 | $3,108+51.2% | $4,798-2.0% | $4,125+13.9% |
| Admin fee / account holder | $218 | $4,862-95.5% | $7,748-97.2% | $5,651-96.1% |