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 | $95,188 | $105,998-10.2% | $92,233+3.2% | $147,584-35.5% |
| Participation rate | 55.6% | 80.4%-24.9pp | 76.5%-20.9pp | 82.8%-27.3pp |
| Annual return | 21.42% | 50.05%-28.6pp | 176.28%-154.9pp | 578.55%-557.1pp |
| Employer contribution / active EE | $1,577 | $4,333-63.6% | $3,679-57.1% | $4,876-67.7% |
| Participant deferral / active EE | $2,949 | $4,478-34.1% | $3,897-24.3% | $5,439-45.8% |
| Admin fee / account holder | $15 | $6,332-99.8% | $5,194-99.7% | $10,885-99.9% |