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 | $103,550 | $109,413-5.4% | $156,263-33.7% | $84,808+22.1% |
| Participation rate | 51.4% | 72.7%-21.3pp | 78.9%-27.6pp | 68.3%-17.0pp |
| Annual return | 14.61% | 20.18%-5.6pp | 59.47%-44.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,467 | $2,907-49.5% | $4,333-66.1% | $2,631-44.2% |
| Participant deferral / active EE | $2,500 | $4,590-45.5% | $6,158-59.4% | $4,212-40.6% |
| Admin fee / account holder | $291 | $9,357-96.9% | $14,255-98.0% | $7,344-96.0% |