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 | $108,680 | $89,355+21.6% | $141,162-23.0% | $72,985+48.9% |
| Participation rate | 52.6% | 75.1%-22.5pp | 82.5%-29.8pp | 69.5%-16.9pp |
| Annual return | 28.01% | 111.85%-83.8pp | 71.39%-43.4pp | 81.00%-53.0pp |
| Employer contribution / active EE | $1,470 | $3,114-52.8% | $4,735-69.0% | $2,440-39.7% |
| Participant deferral / active EE | $4,230 | $5,418-21.9% | $6,709-36.9% | $3,607+17.3% |
| Admin fee / account holder | $79 | $5,958-98.7% | $10,261-99.2% | $5,124-98.5% |