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 | $95,296 | $115,770-17.7% | $101,248-5.9% | $158,922-40.0% |
| Participation rate | 57.1% | 79.4%-22.2pp | 75.8%-18.7pp | 82.0%-24.8pp |
| Annual return | 15.29% | 56.14%-40.8pp | 46.47%-31.2pp | 302.83%-287.5pp |
| Employer contribution / active EE | $1,993 | $4,175-52.3% | $3,660-45.5% | $4,761-58.1% |
| Participant deferral / active EE | $4,132 | $4,957-16.6% | $4,370-5.4% | $5,982-30.9% |
| Admin fee / account holder | $20 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |