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 | $113,878 | $157,256-27.6% | $141,162-19.3% | $152,861-25.5% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 20.27% | 64.32%-44.0pp | 71.39%-51.1pp | 345.32%-325.0pp |
| Employer contribution / active EE | $1,450 | $5,261-72.4% | $4,735-69.4% | $4,762-69.6% |
| Participant deferral / active EE | $2,608 | $7,109-63.3% | $6,709-61.1% | $5,850-55.4% |
| Admin fee / account holder | $265 | $12,120-97.8% | $10,261-97.4% | $11,596-97.7% |