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 | $100,387 | $58,523+71.5% | $99,443+0.9% | $72,985+37.5% |
| Participation rate | 48.8% | 64.6%-15.8pp | 73.8%-25.1pp | 69.5%-20.7pp |
| Annual return | 20.32% | 28.51%-8.2pp | 30.72%-10.4pp | 81.00%-60.7pp |
| Employer contribution / active EE | $931 | $1,512-38.4% | $2,540-63.3% | $2,440-61.8% |
| Participant deferral / active EE | $2,224 | $2,606-14.6% | $3,619-38.5% | $3,607-38.3% |
| Admin fee / account holder | $298 | $4,102-92.7% | $6,250-95.2% | $5,124-94.2% |