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 | $124,425-1.3% | $112,040+9.6% | $137,256-10.5% |
| Participation rate | 46.7% | 79.3%-32.6pp | 76.5%-29.8pp | 80.0%-33.3pp |
| Annual return | 17.49% | 24.72%-7.2pp | 24.52%-7.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $2,044 | $3,411-40.1% | $2,954-30.8% | $4,156-50.8% |
| Participant deferral / active EE | $4,105 | $5,718-28.2% | $5,098-19.5% | $6,407-35.9% |
| Admin fee / account holder | $13 | $15,207-99.9% | $12,098-99.9% | $12,270-99.9% |