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 | $154,438 | $157,256-1.8% | $141,162+9.4% | $152,861+1.0% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 16.47% | 64.32%-47.9pp | 71.39%-54.9pp | 345.32%-328.8pp |
| Employer contribution / active EE | $3,127 | $5,261-40.6% | $4,735-34.0% | $4,762-34.3% |
| Participant deferral / active EE | $0 | $7,109-100.0% | $6,709-100.0% | $5,850-100.0% |
| Admin fee / account holder | $145 | $12,120-98.8% | $10,261-98.6% | $11,596-98.7% |