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 | $97,150 | $103,376-6.0% | $87,100+11.5% | $152,861-36.4% |
| Participation rate | 66.7% | 79.3%-12.7pp | 76.9%-10.2pp | 82.4%-15.8pp |
| Annual return | 26.24% | 28.10%-1.9pp | 28.19%-1.9pp | 345.32%-319.1pp |
| Employer contribution / active EE | $1,367 | $3,220-57.6% | $2,521-45.8% | $4,762-71.3% |
| Participant deferral / active EE | $3,265 | $4,778-31.7% | $4,049-19.3% | $5,850-44.2% |
| Admin fee / account holder | $206 | $12,205-98.3% | $7,497-97.3% | $11,596-98.2% |