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 4-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 | $149,108 | $107,452+38.8% | $91,541+62.9% | $142,382+4.7% |
| Participation rate | 33.3% | 75.1%-41.7pp | 69.8%-36.4pp | 80.1%-46.8pp |
| Annual return | 21.12% | 22.06%-0.9pp | 20.50%+0.6pp | 217.08%-196.0pp |
| Employer contribution / active EE | $433 | $2,994-85.5% | $2,505-82.7% | $4,299-89.9% |
| Participant deferral / active EE | $8,667 | $4,754+82.3% | $4,008+116.2% | $6,507+33.2% |
| Admin fee / account holder | $58 | $8,834-99.3% | $6,956-99.2% | $12,624-99.5% |