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 | $68,791 | $103,376-33.5% | $87,100-21.0% | $152,861-55.0% |
| Participation rate | 53.8% | 79.3%-25.5pp | 76.9%-23.0pp | 82.4%-28.6pp |
| Annual return | 17.88% | 28.10%-10.2pp | 28.19%-10.3pp | 345.32%-327.4pp |
| Employer contribution / active EE | $2,488 | $3,220-22.7% | $2,521-1.3% | $4,762-47.8% |
| Participant deferral / active EE | $6,031 | $4,778+26.2% | $4,049+49.0% | $5,850+3.1% |
| Admin fee / account holder | $256 | $12,205-97.9% | $7,497-96.6% | $11,596-97.8% |