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 7-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 | $60,106 | $57,016+5.4% | $84,966-29.3% | $80,856-25.7% |
| Participation rate | 60.7% | 56.3%+4.4pp | 67.5%-6.8pp | 67.6%-6.9pp |
| Annual return | 19.59% | 21.66%-2.1pp | 66.38%-46.8pp | 35.59%-16.0pp |
| Employer contribution / active EE | $2,950 | $1,798+64.1% | $2,727+8.2% | $2,755+7.1% |
| Participant deferral / active EE | $5,338 | $3,110+71.7% | $4,519+18.1% | $4,296+24.3% |
| Admin fee / account holder | $255 | $4,980-94.9% | $6,149-95.9% | $6,918-96.3% |