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 | $100,984 | $76,407+32.2% | $150,298-32.8% | $82,448+22.5% |
| Participation rate | 51.7% | 66.4%-14.7pp | 77.8%-26.0pp | 68.1%-16.3pp |
| Annual return | 20.37% | 39.99%-19.6pp | 62.79%-42.4pp | 41.64%-21.3pp |
| Employer contribution / active EE | $1,280 | $2,614-51.0% | $4,154-69.2% | $2,551-49.8% |
| Participant deferral / active EE | $4,995 | $3,214+55.4% | $5,453-8.4% | $4,139+20.7% |
| Admin fee / account holder | -$118 | $6,352-101.9% | $14,116-100.8% | $7,234-101.6% |