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 | $122,761 | $117,841+4.2% | $102,423+19.9% | $145,922-15.9% |
| Participation rate | 64.3% | 78.6%-14.3pp | 76.5%-12.2pp | 80.3%-16.0pp |
| Annual return | 21.79% | 31.65%-9.9pp | 29.32%-7.5pp | 561.29%-539.5pp |
| Employer contribution / active EE | $1,114 | $3,615-69.2% | $3,023-63.2% | $4,660-76.1% |
| Participant deferral / active EE | $3,165 | $5,731-44.8% | $5,053-37.4% | $6,688-52.7% |
| Admin fee / account holder | $124 | $13,326-99.1% | $9,451-98.7% | $13,397-99.1% |