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 | $97,023 | $110,257-12.0% | $96,544+0.5% | $139,434-30.4% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 23.39% | 26.32%-2.9pp | 25.84%-2.5pp | 372.94%-349.6pp |
| Employer contribution / active EE | $1,576 | $3,620-56.5% | $2,965-46.9% | $4,751-66.8% |
| Participant deferral / active EE | $2,310 | $5,548-58.4% | $4,851-52.4% | $6,710-65.6% |
| Admin fee / account holder | $246 | $11,591-97.9% | $8,252-97.0% | $11,403-97.8% |