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 | $109,155 | $226,064-51.7% | $182,532-40.2% | $152,861-28.6% |
| Participation rate | 53.8% | 82.5%-28.6pp | 78.0%-24.1pp | 82.4%-28.6pp |
| Annual return | 18.67% | 192.51%-173.8pp | 148.54%-129.9pp | 345.32%-326.6pp |
| Employer contribution / active EE | $1,029 | $4,978-79.3% | $4,076-74.8% | $4,762-78.4% |
| Participant deferral / active EE | $4,858 | $6,368-23.7% | $5,524-12.1% | $5,850-17.0% |
| Admin fee / account holder | $194 | $10,703-98.2% | $8,592-97.7% | $11,596-98.3% |