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 | $162,246 | $88,751+82.8% | $81,812+98.3% | $145,922+11.2% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.3%-32.3pp | 80.3%-40.3pp |
| Annual return | 16.42% | 1025.40%-1009.0pp | 773.79%-757.4pp | 561.29%-544.9pp |
| Employer contribution / active EE | $1,044 | $3,083-66.2% | $2,912-64.2% | $4,660-77.6% |
| Participant deferral / active EE | $5,438 | $4,643+17.1% | $4,319+25.9% | $6,688-18.7% |
| Admin fee / account holder | $60 | $8,415-99.3% | $7,386-99.2% | $13,397-99.6% |