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 | $132,961 | $107,452+23.7% | $91,541+45.2% | $142,382-6.6% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 13.83% | 22.06%-8.2pp | 20.50%-6.7pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,220 | $2,994-59.3% | $2,505-51.3% | $4,299-71.6% |
| Participant deferral / active EE | $5,867 | $4,754+23.4% | $4,008+46.4% | $6,507-9.8% |
| Admin fee / account holder | $48 | $8,834-99.5% | $6,956-99.3% | $12,624-99.6% |