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 | $100,752 | $99,032+1.7% | $80,019+25.9% | $135,375-25.6% |
| Participation rate | 66.7% | 78.4%-11.7pp | 75.8%-9.2pp | 82.6%-16.0pp |
| Annual return | 7.92% | 15.39%-7.5pp | 11.22%-3.3pp | 519.73%-511.8pp |
| Employer contribution / active EE | $863 | $3,043-71.7% | $2,468-65.0% | $4,779-81.9% |
| Participant deferral / active EE | $3,446 | $4,282-19.5% | $3,686-6.5% | $5,609-38.6% |
| Admin fee / account holder | $120 | $10,436-98.9% | $6,521-98.2% | $10,827-98.9% |