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 | $125,703 | $157,256-20.1% | $141,162-11.0% | $152,861-17.8% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 26.12% | 64.32%-38.2pp | 71.39%-45.3pp | 345.32%-319.2pp |
| Employer contribution / active EE | $2,059 | $5,261-60.9% | $4,735-56.5% | $4,762-56.8% |
| Participant deferral / active EE | $6,675 | $7,109-6.1% | $6,709-0.5% | $5,850+14.1% |
| Admin fee / account holder | $77 | $12,120-99.4% | $10,261-99.3% | $11,596-99.3% |