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 | $89,043 | $86,286+3.2% | $111,297-20.0% | $85,850+3.7% |
| Participation rate | 36.6% | 73.3%-36.7pp | 77.3%-40.7pp | 69.3%-32.7pp |
| Annual return | 15.45% | 19.99%-4.5pp | 54.65%-39.2pp | 318.53%-303.1pp |
| Employer contribution / active EE | $1,559 | $2,043-23.7% | $2,731-42.9% | $2,565-39.2% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $139 | $8,188-98.3% | $7,964-98.2% | $6,260-97.8% |