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 | $87,896 | $87,540+0.4% | $75,781+16.0% | $125,391-29.9% |
| Participation rate | 50.0% | 80.2%-30.2pp | 75.8%-25.8pp | 83.2%-33.2pp |
| Annual return | 0.28% | 13.48%-13.2pp | 9.68%-9.4pp | 282.22%-281.9pp |
| Employer contribution / active EE | $1,352 | $3,930-65.6% | $3,323-59.3% | $4,866-72.2% |
| Participant deferral / active EE | $4,600 | $4,229+8.8% | $3,651+26.0% | $5,352-14.0% |
| Admin fee / account holder | $61 | $6,502-99.1% | $5,299-98.9% | $9,540-99.4% |