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 | $77,637 | $157,256-50.6% | $141,162-45.0% | $152,861-49.2% |
| Participation rate | 54.5% | 84.8%-30.3pp | 82.5%-27.9pp | 82.4%-27.9pp |
| Annual return | 16.42% | 64.32%-47.9pp | 71.39%-55.0pp | 345.32%-328.9pp |
| Employer contribution / active EE | $1,350 | $5,261-74.3% | $4,735-71.5% | $4,762-71.6% |
| Participant deferral / active EE | $3,455 | $7,109-51.4% | $6,709-48.5% | $5,850-40.9% |
| Admin fee / account holder | $79 | $12,120-99.4% | $10,261-99.2% | $11,596-99.3% |