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 7-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 | $126,607 | $94,338+34.2% | $100,534+25.9% | $142,382-11.1% |
| Participation rate | 44.4% | 81.7%-37.3pp | 80.6%-36.2pp | 80.1%-35.7pp |
| Annual return | 17.17% | 29.20%-12.0pp | 32.66%-15.5pp | 217.08%-199.9pp |
| Employer contribution / active EE | $4,008 | $4,237-5.4% | $4,346-7.8% | $4,299-6.8% |
| Participant deferral / active EE | $6,414 | $5,934+8.1% | $6,144+4.4% | $6,507-1.4% |
| Admin fee / account holder | $15 | $8,421-99.8% | $7,654-99.8% | $12,624-99.9% |