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 | $149,349 | $99,079+50.7% | $77,999+91.5% | $273,961-45.5% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.5%-15.5pp | 83.0%-23.0pp |
| Annual return | 6.17% | 217.93%-211.8pp | 425.96%-419.8pp | 41.45%-35.3pp |
| Employer contribution / active EE | $959 | $3,308-71.0% | $2,470-61.2% | $4,869-80.3% |
| Participant deferral / active EE | $4,234 | $4,306-1.7% | $3,497+21.1% | $5,287-19.9% |
| Admin fee / account holder | $133 | $8,954-98.5% | $5,480-97.6% | $10,132-98.7% |