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 | $63,239 | $58,851+7.5% | $115,157-45.1% | $72,985-13.4% |
| Participation rate | 64.0% | 65.5%-1.5pp | 75.9%-11.9pp | 69.5%-5.5pp |
| Annual return | 24.21% | 23.16%+1.0pp | 35.60%-11.4pp | 81.00%-56.8pp |
| Employer contribution / active EE | $1,823 | $1,798+1.4% | $3,179-42.6% | $2,440-25.3% |
| Participant deferral / active EE | $4,783 | $2,643+81.0% | $4,168+14.7% | $3,607+32.6% |
| Admin fee / account holder | $4 | $6,370-99.9% | $7,088-99.9% | $5,124-99.9% |