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 | $155,649 | $101,069+54.0% | $81,478+91.0% | $147,584+5.5% |
| Participation rate | 30.0% | 74.5%-44.5pp | 68.0%-38.0pp | 82.8%-52.8pp |
| Annual return | 17.10% | 32.40%-15.3pp | 38.78%-21.7pp | 578.55%-561.4pp |
| Employer contribution / active EE | $1,385 | $3,205-56.8% | $2,568-46.1% | $4,876-71.6% |
| Participant deferral / active EE | $3,645 | $4,242-14.1% | $3,537+3.1% | $5,439-33.0% |
| Admin fee / account holder | $50 | $5,812-99.1% | $4,561-98.9% | $10,885-99.5% |