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 | $133,846 | $67,823+97.3% | $52,425+155.3% | $137,256-2.5% |
| Participation rate | 33.3% | 63.9%-30.6pp | 55.6%-22.3pp | 80.0%-46.6pp |
| Annual return | 15.05% | 219.11%-204.1pp | 302.12%-287.1pp | 220.34%-205.3pp |
| Employer contribution / active EE | $666 | $1,163-42.7% | $914-27.1% | $4,156-84.0% |
| Participant deferral / active EE | $1,600 | $2,288-30.1% | $1,790-10.6% | $6,407-75.0% |
| Admin fee / account holder | $120 | $2,844-95.8% | $2,495-95.2% | $12,270-99.0% |