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 3-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 | $117,058 | $127,065-7.9% | $113,168+3.4% | $142,382-17.8% |
| Participation rate | 60.0% | 79.2%-19.2pp | 76.6%-16.6pp | 80.1%-20.1pp |
| Annual return | 23.35% | 24.03%-0.7pp | 24.27%-0.9pp | 217.08%-193.7pp |
| Employer contribution / active EE | $1,603 | $3,442-53.4% | $2,975-46.1% | $4,299-62.7% |
| Participant deferral / active EE | $17,100 | $5,716+199.1% | $5,107+234.8% | $6,507+162.8% |
| Admin fee / account holder | $20 | $15,736-99.9% | $12,068-99.8% | $12,624-99.8% |