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 | $135,952 | $99,652+36.4% | $78,778+72.6% | $147,584-7.9% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 18.56% | 47.28%-28.7pp | 35.62%-17.1pp | 578.55%-560.0pp |
| Employer contribution / active EE | $1,074 | $2,796-61.6% | $1,986-45.9% | $4,876-78.0% |
| Participant deferral / active EE | $1,663 | $3,664-54.6% | $2,958-43.8% | $5,439-69.4% |
| Admin fee / account holder | $26 | $7,155-99.6% | $5,134-99.5% | $10,885-99.8% |