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 | $100,684 | $85,766+17.4% | $136,294-26.1% | $70,131+43.6% |
| Participation rate | 63.5% | 74.2%-10.7pp | 81.9%-18.5pp | 69.5%-6.1pp |
| Annual return | 16.34% | 31.45%-15.1pp | 5155.94%-5139.6pp | 73.14%-56.8pp |
| Employer contribution / active EE | $1,671 | $2,966-43.7% | $4,695-64.4% | $2,342-28.6% |
| Participant deferral / active EE | $2,822 | $5,051-44.1% | $6,247-54.8% | $3,332-15.3% |
| Admin fee / account holder | $98 | $5,420-98.2% | $9,243-98.9% | $4,645-97.9% |