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 | $148,667 | $135,952+9.4% | $123,892+20.0% | $273,961-45.7% |
| Participation rate | 62.5% | 84.1%-21.6pp | 81.4%-18.9pp | 83.0%-20.5pp |
| Annual return | 3.93% | 56.63%-52.7pp | 47.52%-43.6pp | 41.45%-37.5pp |
| Employer contribution / active EE | $2,560 | $5,170-50.5% | $4,617-44.5% | $4,869-47.4% |
| Participant deferral / active EE | $7,106 | $6,343+12.0% | $5,984+18.8% | $5,287+34.4% |
| Admin fee / account holder | $44 | $9,817-99.6% | $8,357-99.5% | $10,132-99.6% |