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 | $108,991 | $115,882-5.9% | $100,516+8.4% | $158,922-31.4% |
| Participation rate | 50.0% | 81.6%-31.6pp | 79.4%-29.4pp | 82.0%-32.0pp |
| Annual return | 39.88% | 34.79%+5.1pp | 30.89%+9.0pp | 302.83%-263.0pp |
| Employer contribution / active EE | $660 | $4,103-83.9% | $3,418-80.7% | $4,761-86.1% |
| Participant deferral / active EE | $8,625 | $6,674+29.2% | $6,270+37.6% | $5,982+44.2% |
| Admin fee / account holder | $30 | $10,995-99.7% | $8,081-99.6% | $11,246-99.7% |