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 | $73,224 | $78,705-7.0% | $117,854-37.9% | $70,131+4.4% |
| Participation rate | 50.0% | 73.2%-23.2pp | 79.7%-29.7pp | 69.5%-19.5pp |
| Annual return | 16.36% | 23.30%-6.9pp | 335.08%-318.7pp | 73.14%-56.8pp |
| Employer contribution / active EE | $1,433 | $2,223-35.5% | $3,786-62.1% | $2,342-38.8% |
| Participant deferral / active EE | $2,360 | $3,297-28.4% | $4,482-47.3% | $3,332-29.2% |
| Admin fee / account holder | $272 | $5,065-94.6% | $8,020-96.6% | $4,645-94.1% |