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 | $98,699 | $110,261-10.5% | $95,745+3.1% | $139,434-29.2% |
| Participation rate | 30.0% | 75.8%-45.8pp | 72.3%-42.3pp | 80.3%-50.3pp |
| Annual return | 15.18% | 27.11%-11.9pp | 28.35%-13.2pp | 372.94%-357.8pp |
| Employer contribution / active EE | $427 | $3,257-86.9% | $2,835-85.0% | $4,751-91.0% |
| Participant deferral / active EE | $1,566 | $4,676-66.5% | $4,245-63.1% | $6,710-76.7% |
| Admin fee / account holder | $206 | $6,613-96.9% | $5,678-96.4% | $11,403-98.2% |