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 | $138,875 | $81,208+71.0% | $98,907+40.4% | $79,858+73.9% |
| Participation rate | 64.3% | 72.5%-8.2pp | 76.0%-11.7pp | 69.6%-5.3pp |
| Annual return | 20.97% | 60.99%-40.0pp | 196.43%-175.5pp | 31.71%-10.7pp |
| Employer contribution / active EE | $3,076 | $1,960+56.9% | $2,689+14.4% | $2,471+24.5% |
| Participant deferral / active EE | $5,388 | $3,265+65.0% | $4,244+27.0% | $3,740+44.1% |
| Admin fee / account holder | $103 | $6,013-98.3% | $6,642-98.4% | $5,306-98.1% |