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 | $105,622 | $91,037+16.0% | $71,671+47.4% | $147,584-28.4% |
| Participation rate | 16.7% | 76.1%-59.5pp | 68.7%-52.1pp | 82.8%-66.2pp |
| Annual return | 20.67% | 20.48%+0.2pp | 20.65%0pp | 578.55%-557.9pp |
| Employer contribution / active EE | $1,177 | $3,327-64.6% | $2,460-52.2% | $4,876-75.9% |
| Participant deferral / active EE | $4,000 | $4,498-11.1% | $3,438+16.3% | $5,439-26.5% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |