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 | $134,642 | $93,571+43.9% | $135,903-0.9% | $75,163+79.1% |
| Participation rate | 61.5% | 75.2%-13.6pp | 81.9%-20.4pp | 67.2%-5.7pp |
| Annual return | 16.04% | 30.90%-14.9pp | 68.23%-52.2pp | 160.62%-144.6pp |
| Employer contribution / active EE | $1,211 | $3,537-65.8% | $4,856-75.1% | $2,670-54.7% |
| Participant deferral / active EE | $3,963 | $6,404-38.1% | $7,758-48.9% | $4,125-3.9% |
| Admin fee / account holder | $3 | $6,975-100.0% | $10,762-100.0% | $5,651-99.9% |