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 | $132,242 | $99,652+32.7% | $78,778+67.9% | $147,584-10.4% |
| Participation rate | 40.0% | 76.2%-36.2pp | 69.2%-29.2pp | 82.8%-42.8pp |
| Annual return | 18.01% | 47.28%-29.3pp | 35.62%-17.6pp | 578.55%-560.5pp |
| Employer contribution / active EE | $1,584 | $2,796-43.3% | $1,986-20.2% | $4,876-67.5% |
| Participant deferral / active EE | $6,666 | $3,664+82.0% | $2,958+125.3% | $5,439+22.6% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |