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 | $99,022 | $112,096-11.7% | $95,952+3.2% | $158,922-37.7% |
| Participation rate | 20.8% | 79.0%-58.1pp | 77.1%-56.2pp | 82.0%-61.1pp |
| Annual return | 29.67% | 171.09%-141.4pp | 91.61%-61.9pp | 302.83%-273.2pp |
| Employer contribution / active EE | $1,246 | $3,198-61.0% | $2,541-51.0% | $4,761-73.8% |
| Participant deferral / active EE | $2,136 | $4,784-55.4% | $4,167-48.7% | $5,982-64.3% |
| Admin fee / account holder | $19 | $10,130-99.8% | $6,795-99.7% | $11,246-99.8% |