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 | $168,988 | $181,894-7.1% | $156,549+7.9% | $273,961-38.3% |
| Participation rate | 69.2% | 88.4%-19.2pp | 84.0%-14.8pp | 83.0%-13.8pp |
| Annual return | 10.19% | 30.74%-20.5pp | 32.23%-22.0pp | 41.45%-31.3pp |
| Employer contribution / active EE | $3,369 | $6,248-46.1% | $5,501-38.8% | $4,869-30.8% |
| Participant deferral / active EE | $7,538 | $5,550+35.8% | $4,871+54.8% | $5,287+42.6% |
| Admin fee / account holder | $30 | $15,559-99.8% | $13,027-99.8% | $10,132-99.7% |