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 | $96,125 | $106,890-10.1% | $84,015+14.4% | $152,861-37.1% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.4%-32.4pp |
| Annual return | 25.83% | 104.99%-79.2pp | 71.31%-45.5pp | 345.32%-319.5pp |
| Employer contribution / active EE | $1,600 | $2,734-41.5% | $1,983-19.3% | $4,762-66.4% |
| Participant deferral / active EE | $12,250 | $4,011+205.4% | $3,239+278.2% | $5,850+109.4% |
| Admin fee / account holder | $15 | $8,285-99.8% | $6,101-99.8% | $11,596-99.9% |