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 | $147,622 | $96,635+52.8% | $86,612+70.4% | $139,434+5.9% |
| Participation rate | 33.3% | 74.4%-41.1pp | 71.7%-38.4pp | 80.3%-47.0pp |
| Annual return | 14.29% | 106.41%-92.1pp | 591.07%-576.8pp | 372.94%-358.6pp |
| Employer contribution / active EE | $853 | $3,263-73.9% | $3,022-71.8% | $4,751-82.1% |
| Participant deferral / active EE | $2,496 | $4,836-48.4% | $4,438-43.8% | $6,710-62.8% |
| Admin fee / account holder | $22 | $6,408-99.7% | $5,614-99.6% | $11,403-99.8% |