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 | $160,015 | $108,172+47.9% | $77,482+106.5% | $158,922+0.7% |
| Participation rate | 20.0% | 64.4%-44.4pp | 54.2%-34.2pp | 82.0%-62.0pp |
| Annual return | 10.58% | 31.67%-21.1pp | 54.79%-44.2pp | 302.83%-292.2pp |
| Employer contribution / active EE | $169 | $1,325-87.2% | $986-82.8% | $4,761-96.4% |
| Participant deferral / active EE | $3,900 | $2,456+58.8% | $1,861+109.5% | $5,982-34.8% |
| Admin fee / account holder | $30 | $3,708-99.2% | $2,858-99.0% | $11,246-99.7% |