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 | $164,812 | $95,266+73.0% | $82,389+100.0% | $142,382+15.8% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.5%-9.5pp | 80.1%-20.1pp |
| Annual return | 102.51% | 25.74%+76.8pp | 28.67%+73.8pp | 217.08%-114.6pp |
| Employer contribution / active EE | $960 | $2,991-67.9% | $2,517-61.9% | $4,299-77.7% |
| Participant deferral / active EE | $3,600 | $4,809-25.1% | $4,155-13.3% | $6,507-44.7% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |