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 | $106,298 | $115,770-8.2% | $101,248+5.0% | $158,922-33.1% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 21.14% | 56.14%-35.0pp | 46.47%-25.3pp | 302.83%-281.7pp |
| Employer contribution / active EE | $1,295 | $4,175-69.0% | $3,660-64.6% | $4,761-72.8% |
| Participant deferral / active EE | $4,697 | $4,957-5.3% | $4,370+7.5% | $5,982-21.5% |
| Admin fee / account holder | $20 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |