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 | $122,791 | $127,065-3.4% | $113,168+8.5% | $142,382-13.8% |
| Participation rate | 46.7% | 79.2%-32.5pp | 76.6%-29.9pp | 80.1%-33.5pp |
| Annual return | 17.49% | 24.03%-6.5pp | 24.27%-6.8pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,044 | $3,442-40.6% | $2,975-31.3% | $4,299-52.5% |
| Participant deferral / active EE | $4,105 | $5,716-28.2% | $5,107-19.6% | $6,507-36.9% |
| Admin fee / account holder | $13 | $15,736-99.9% | $12,068-99.9% | $12,624-99.9% |