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 | $106,342 | $60,124+76.9% | $90,404+17.6% | $79,858+33.2% |
| Participation rate | 41.2% | 65.0%-23.8pp | 72.7%-31.5pp | 69.6%-28.5pp |
| Annual return | 16.70% | 71.94%-55.2pp | 1293.02%-1276.3pp | 31.71%-15.0pp |
| Employer contribution / active EE | $1,125 | $2,068-45.6% | $3,262-65.5% | $2,471-54.5% |
| Participant deferral / active EE | $2,592 | $2,938-11.8% | $3,963-34.6% | $3,740-30.7% |
| Admin fee / account holder | $269 | $3,976-93.2% | $5,611-95.2% | $5,306-94.9% |