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 | $183,222 | $201,272-9.0% | $184,203-0.5% | $145,922+25.6% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 13.56% | 29.00%-15.4pp | 28.81%-15.3pp | 561.29%-547.7pp |
| Employer contribution / active EE | $2,532 | $7,022-63.9% | $6,427-60.6% | $4,660-45.7% |
| Participant deferral / active EE | $4,288 | $9,806-56.3% | $9,131-53.0% | $6,688-35.9% |
| Admin fee / account holder | $224 | $16,364-98.6% | $13,901-98.4% | $13,397-98.3% |