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 | $193,240 | $115,770+66.9% | $101,248+90.9% | $158,922+21.6% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 16.25% | 56.14%-39.9pp | 46.47%-30.2pp | 302.83%-286.6pp |
| Employer contribution / active EE | $1,421 | $4,175-65.9% | $3,660-61.2% | $4,761-70.1% |
| Participant deferral / active EE | $3,389 | $4,957-31.6% | $4,370-22.5% | $5,982-43.4% |
| Admin fee / account holder | $164 | $7,245-97.7% | $5,945-97.2% | $11,246-98.5% |