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 | $112,618 | $112,881-0.2% | $90,951+23.8% | $158,922-29.1% |
| Participation rate | 42.9% | 74.7%-31.9pp | 69.0%-26.2pp | 82.0%-39.1pp |
| Annual return | 7.92% | 215.79%-207.9pp | 134.60%-126.7pp | 302.83%-294.9pp |
| Employer contribution / active EE | $860 | $2,893-70.3% | $2,122-59.5% | $4,761-81.9% |
| Participant deferral / active EE | $4,116 | $4,128-0.3% | $3,373+22.0% | $5,982-31.2% |
| Admin fee / account holder | $10 | $8,041-99.9% | $5,959-99.8% | $11,246-99.9% |