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 | $67,522 | $192,717-65.0% | $142,449-52.6% | $139,434-51.6% |
| Participation rate | 54.2% | 81.5%-27.3pp | 76.8%-22.6pp | 80.3%-26.2pp |
| Annual return | 22.42% | 17.99%+4.4pp | 19.99%+2.4pp | 372.94%-350.5pp |
| Employer contribution / active EE | $1,867 | $5,806-67.8% | $4,847-61.5% | $4,751-60.7% |
| Participant deferral / active EE | $4,395 | $7,208-39.0% | $6,283-30.1% | $6,710-34.5% |
| Admin fee / account holder | $13 | $15,124-99.9% | $10,011-99.9% | $11,403-99.9% |