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 | $136,443 | $107,334+27.1% | $92,893+46.9% | $152,861-10.7% |
| Participation rate | 64.3% | 79.8%-15.5pp | 76.0%-11.7pp | 82.4%-18.2pp |
| Annual return | 19.00% | 145.58%-126.6pp | 109.41%-90.4pp | 345.32%-326.3pp |
| Employer contribution / active EE | $1,282 | $4,221-69.6% | $3,653-64.9% | $4,762-73.1% |
| Participant deferral / active EE | $2,765 | $4,845-42.9% | $4,236-34.7% | $5,850-52.7% |
| Admin fee / account holder | $146 | $7,079-97.9% | $5,794-97.5% | $11,596-98.7% |