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 | $128,724 | $152,587-15.6% | $125,175+2.8% | $152,861-15.8% |
| Participation rate | 31.6% | 83.3%-51.8pp | 79.8%-48.2pp | 82.4%-50.9pp |
| Annual return | 16.42% | 54.84%-38.4pp | 43.79%-27.4pp | 345.32%-328.9pp |
| Employer contribution / active EE | $1,032 | $4,946-79.1% | $3,865-73.3% | $4,762-78.3% |
| Participant deferral / active EE | $3,267 | $5,868-44.3% | $4,937-33.8% | $5,850-44.1% |
| Admin fee / account holder | $285 | $13,434-97.9% | $9,702-97.1% | $11,596-97.5% |