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 | $139,003 | $171,164-18.8% | $127,761+8.8% | $152,861-9.1% |
| Participation rate | 68.2% | 83.4%-15.2pp | 79.0%-10.8pp | 82.4%-14.3pp |
| Annual return | 21.56% | 23.54%-2.0pp | 26.14%-4.6pp | 345.32%-323.8pp |
| Employer contribution / active EE | $4,240 | $5,447-22.2% | $4,574-7.3% | $4,762-11.0% |
| Participant deferral / active EE | $5,941 | $7,038-15.6% | $6,021-1.3% | $5,850+1.6% |
| Admin fee / account holder | $0 | $14,530-100.0% | $9,395-100.0% | $11,596-100.0% |