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 | $139,257 | $111,301+25.1% | $112,977+23.3% | $158,922-12.4% |
| Participation rate | 40.0% | 83.5%-43.5pp | 82.6%-42.6pp | 82.0%-42.0pp |
| Annual return | 14.98% | 26.40%-11.4pp | 24.24%-9.3pp | 302.83%-287.8pp |
| Employer contribution / active EE | $2,517 | $4,471-43.7% | $4,255-40.8% | $4,761-47.1% |
| Participant deferral / active EE | $7,160 | $5,880+21.8% | $5,836+22.7% | $5,982+19.7% |
| Admin fee / account holder | $12 | $8,392-99.9% | $6,294-99.8% | $11,246-99.9% |