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 | $100,313 | $103,376-3.0% | $87,100+15.2% | $152,861-34.4% |
| Participation rate | 62.5% | 79.3%-16.8pp | 76.9%-14.4pp | 82.4%-19.9pp |
| Annual return | 21.17% | 28.10%-6.9pp | 28.19%-7.0pp | 345.32%-324.1pp |
| Employer contribution / active EE | $1,854 | $3,220-42.4% | $2,521-26.5% | $4,762-61.1% |
| Participant deferral / active EE | $4,596 | $4,778-3.8% | $4,049+13.5% | $5,850-21.4% |
| Admin fee / account holder | $63 | $12,205-99.5% | $7,497-99.2% | $11,596-99.5% |