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 | $135,916 | $101,069+34.5% | $81,478+66.8% | $147,584-7.9% |
| Participation rate | 33.3% | 74.5%-41.1pp | 68.0%-34.6pp | 82.8%-49.5pp |
| Annual return | 19.41% | 32.40%-13.0pp | 38.78%-19.4pp | 578.55%-559.1pp |
| Employer contribution / active EE | $763 | $3,205-76.2% | $2,568-70.3% | $4,876-84.4% |
| Participant deferral / active EE | $1,843 | $4,242-56.6% | $3,537-47.9% | $5,439-66.1% |
| Admin fee / account holder | $16 | $5,812-99.7% | $4,561-99.6% | $10,885-99.9% |