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 | $95,049 | $104,251-8.8% | $91,001+4.4% | $147,584-35.6% |
| Participation rate | 57.1% | 78.2%-21.1pp | 75.6%-18.5pp | 82.8%-25.7pp |
| Annual return | 21.27% | 27.06%-5.8pp | 4.60%+16.7pp | 578.55%-557.3pp |
| Employer contribution / active EE | $912 | $3,116-70.7% | $2,456-62.8% | $4,876-81.3% |
| Participant deferral / active EE | $2,612 | $4,195-37.7% | $3,547-26.4% | $5,439-52.0% |
| Admin fee / account holder | $216 | $8,948-97.6% | $5,417-96.0% | $10,885-98.0% |