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 | $107,163 | $105,998+1.1% | $92,233+16.2% | $147,584-27.4% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 19.78% | 50.05%-30.3pp | 176.28%-156.5pp | 578.55%-558.8pp |
| Employer contribution / active EE | $1,467 | $4,333-66.1% | $3,679-60.1% | $4,876-69.9% |
| Participant deferral / active EE | $5,046 | $4,478+12.7% | $3,897+29.5% | $5,439-7.2% |
| Admin fee / account holder | $53 | $6,332-99.2% | $5,194-99.0% | $10,885-99.5% |