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 | $126,832 | $96,635+31.2% | $86,612+46.4% | $139,434-9.0% |
| Participation rate | 13.3% | 74.4%-61.1pp | 71.7%-58.4pp | 80.3%-67.0pp |
| Annual return | 13.61% | 106.41%-92.8pp | 591.07%-577.5pp | 372.94%-359.3pp |
| Employer contribution / active EE | $378 | $3,263-88.4% | $3,022-87.5% | $4,751-92.0% |
| Participant deferral / active EE | $3,000 | $4,836-38.0% | $4,438-32.4% | $6,710-55.3% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |