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 | $114,472 | $105,998+8.0% | $92,233+24.1% | $147,584-22.4% |
| Participation rate | 57.9% | 80.4%-22.5pp | 76.5%-18.6pp | 82.8%-24.9pp |
| Annual return | 16.44% | 50.05%-33.6pp | 176.28%-159.8pp | 578.55%-562.1pp |
| Employer contribution / active EE | $3,464 | $4,333-20.1% | $3,679-5.8% | $4,876-29.0% |
| Participant deferral / active EE | $6,508 | $4,478+45.3% | $3,897+67.0% | $5,439+19.7% |
| Admin fee / account holder | $287 | $6,332-95.5% | $5,194-94.5% | $10,885-97.4% |