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 | $178,519 | $78,705+126.8% | $117,854+51.5% | $70,131+154.6% |
| Participation rate | 35.5% | 73.2%-37.7pp | 79.7%-44.2pp | 69.5%-34.1pp |
| Annual return | 14.47% | 23.30%-8.8pp | 335.08%-320.6pp | 73.14%-58.7pp |
| Employer contribution / active EE | $1,475 | $2,223-33.7% | $3,786-61.0% | $2,342-37.0% |
| Participant deferral / active EE | $2,621 | $3,297-20.5% | $4,482-41.5% | $3,332-21.3% |
| Admin fee / account holder | $21 | $5,065-99.6% | $8,020-99.7% | $4,645-99.5% |