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 | $118,056 | $107,015+10.3% | $73,545+60.5% | $147,584-20.0% |
| Participation rate | 38.5% | 66.4%-27.9pp | 54.9%-16.5pp | 82.8%-44.4pp |
| Annual return | 14.62% | 38.25%-23.6pp | -15.16%+29.8pp | 578.55%-563.9pp |
| Employer contribution / active EE | $544 | $1,760-69.1% | $1,219-55.3% | $4,876-88.8% |
| Participant deferral / active EE | $4,177 | $2,462+69.7% | $1,806+131.3% | $5,439-23.2% |
| Admin fee / account holder | $198 | $3,055-93.5% | $2,320-91.5% | $10,885-98.2% |