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 | $149,859 | $106,543+40.7% | $91,220+64.3% | $134,475+11.4% |
| Participation rate | 9.1% | 76.8%-67.7pp | 73.2%-64.1pp | 81.2%-72.1pp |
| Annual return | -19.45% | 160.60%-180.0pp | 114.01%-133.5pp | 417.96%-437.4pp |
| Employer contribution / active EE | $581 | $3,331-82.6% | $2,850-79.6% | $4,740-87.7% |
| Participant deferral / active EE | $1,864 | $4,719-60.5% | $4,234-56.0% | $6,400-70.9% |
| Admin fee / account holder | $120 | $6,231-98.1% | $5,420-97.8% | $11,426-98.9% |