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 | $164,251 | $72,492+126.6% | $87,100+88.6% | $72,985+125.0% |
| Participation rate | 40.4% | 72.8%-32.4pp | 76.9%-36.4pp | 69.5%-29.1pp |
| Annual return | 20.06% | 24.46%-4.4pp | 28.19%-8.1pp | 81.00%-60.9pp |
| Employer contribution / active EE | $1,073 | $1,894-43.3% | $2,521-57.4% | $2,440-56.0% |
| Participant deferral / active EE | $2,147 | $3,270-34.3% | $4,049-47.0% | $3,607-40.5% |
| Admin fee / account holder | $0 | $5,055-100.0% | $7,497-100.0% | $5,124-100.0% |