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 | $148,413 | $165,335-10.2% | $149,696-0.9% | $158,922-6.6% |
| Participation rate | 23.1% | 84.6%-61.5pp | 82.5%-59.4pp | 82.0%-58.9pp |
| Annual return | 22.06% | 348.15%-326.1pp | 276.60%-254.5pp | 302.83%-280.8pp |
| Employer contribution / active EE | $1,683 | $5,103-67.0% | $4,644-63.8% | $4,761-64.7% |
| Participant deferral / active EE | $2,927 | $7,181-59.2% | $6,842-57.2% | $5,982-51.1% |
| Admin fee / account holder | $20 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |