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 | $104,212 | $121,625-14.3% | $104,607-0.4% | $158,922-34.4% |
| Participation rate | 66.7% | 77.5%-10.9pp | 74.1%-7.4pp | 82.0%-15.3pp |
| Annual return | 15.07% | 465.26%-450.2pp | 340.46%-325.4pp | 302.83%-287.8pp |
| Employer contribution / active EE | $1,543 | $3,163-51.2% | $2,681-42.5% | $4,761-67.6% |
| Participant deferral / active EE | $2,446 | $4,177-41.4% | $3,740-34.6% | $5,982-59.1% |
| Admin fee / account holder | $17 | $7,787-99.8% | $6,473-99.7% | $11,246-99.8% |