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 | $142,023 | $121,625+16.8% | $104,607+35.8% | $158,922-10.6% |
| Participation rate | 17.6% | 77.5%-59.9pp | 74.1%-56.4pp | 82.0%-64.3pp |
| Annual return | 16.36% | 465.26%-448.9pp | 340.46%-324.1pp | 302.83%-286.5pp |
| Employer contribution / active EE | $499 | $3,163-84.2% | $2,681-81.4% | $4,761-89.5% |
| Participant deferral / active EE | $786 | $4,177-81.2% | $3,740-79.0% | $5,982-86.9% |
| Admin fee / account holder | $253 | $7,787-96.8% | $6,473-96.1% | $11,246-97.8% |