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 | $137,555 | $65,365+110.4% | $92,893+48.1% | $72,985+88.5% |
| Participation rate | 50.8% | 68.3%-17.5pp | 76.0%-25.2pp | 69.5%-18.6pp |
| Annual return | 23.12% | 42.10%-19.0pp | 109.41%-86.3pp | 81.00%-57.9pp |
| Employer contribution / active EE | $1,803 | $2,594-30.5% | $3,653-50.6% | $2,440-26.1% |
| Participant deferral / active EE | $4,861 | $3,128+55.4% | $4,236+14.8% | $3,607+34.8% |
| Admin fee / account holder | $1 | $4,251-100.0% | $5,794-100.0% | $5,124-100.0% |