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 | $135,037 | $77,164+75.0% | $178,014-24.1% | $80,874+67.0% |
| Participation rate | 43.8% | 65.7%-22.0pp | 77.1%-33.3pp | 67.6%-23.9pp |
| Annual return | 17.42% | 18.09%-0.7pp | 294.80%-277.4pp | 35.62%-18.2pp |
| Employer contribution / active EE | $1,185 | $2,288-48.2% | $3,950-70.0% | $2,756-57.0% |
| Participant deferral / active EE | $2,955 | $4,408-33.0% | $6,276-52.9% | $4,297-31.2% |
| Admin fee / account holder | $2 | $7,164-100.0% | $10,362-100.0% | $6,935-100.0% |