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 | $97,147 | $64,348+51.0% | $90,160+7.7% | $70,131+38.5% |
| Participation rate | 30.8% | 70.4%-39.7pp | 76.9%-46.1pp | 69.5%-38.8pp |
| Annual return | 31.54% | 28.13%+3.4pp | 34.88%-3.3pp | 73.14%-41.6pp |
| Employer contribution / active EE | $776 | $2,046-62.1% | $3,318-76.6% | $2,342-66.9% |
| Participant deferral / active EE | $2,198 | $4,389-49.9% | $5,288-58.4% | $3,332-34.0% |
| Admin fee / account holder | $120 | $3,944-96.9% | $5,943-98.0% | $4,645-97.4% |