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 | $213,835 | $102,966+107.7% | $90,281+136.9% | $152,861+39.9% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.4%-22.4pp |
| Annual return | 26.31% | 95.16%-68.8pp | 78.10%-51.8pp | 345.32%-319.0pp |
| Employer contribution / active EE | $2,020 | $3,139-35.7% | $2,854-29.2% | $4,762-57.6% |
| Participant deferral / active EE | $6,138 | $4,281+43.4% | $3,885+58.0% | $5,850+4.9% |
| Admin fee / account holder | $20 | $6,171-99.7% | $5,351-99.6% | $11,596-99.8% |