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 | $223,570 | $133,958+66.9% | $112,228+99.2% | $134,475+66.3% |
| Participation rate | 20.0% | 78.6%-58.6pp | 75.1%-55.1pp | 81.2%-61.2pp |
| Annual return | -19.02% | 47.11%-66.1pp | 27.45%-46.5pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,235 | $4,038-69.4% | $3,635-66.0% | $4,740-73.9% |
| Participant deferral / active EE | $5,655 | $5,291+6.9% | $4,728+19.6% | $6,400-11.6% |
| Admin fee / account holder | $120 | $7,489-98.4% | $6,410-98.1% | $11,426-98.9% |