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 | $123,638 | $99,079+24.8% | $77,999+58.5% | $273,961-54.9% |
| Participation rate | 54.5% | 78.6%-24.0pp | 75.5%-21.0pp | 83.0%-28.5pp |
| Annual return | 7.46% | 217.93%-210.5pp | 425.96%-418.5pp | 41.45%-34.0pp |
| Employer contribution / active EE | $1,788 | $3,308-46.0% | $2,470-27.6% | $4,869-63.3% |
| Participant deferral / active EE | $7,151 | $4,306+66.1% | $3,497+104.5% | $5,287+35.2% |
| Admin fee / account holder | $122 | $8,954-98.6% | $5,480-97.8% | $10,132-98.8% |