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 | $121,406 | $48,046+152.7% | $84,611+43.5% | $72,985+66.3% |
| Participation rate | 56.7% | 57.6%-0.9pp | 68.2%-11.6pp | 69.5%-12.8pp |
| Annual return | 21.33% | 37.38%-16.1pp | 258.74%-237.4pp | 81.00%-59.7pp |
| Employer contribution / active EE | $1,861 | $1,602+16.2% | $2,652-29.8% | $2,440-23.7% |
| Participant deferral / active EE | $3,093 | $2,680+15.4% | $3,899-20.7% | $3,607-14.3% |
| Admin fee / account holder | $7 | $3,395-99.8% | $4,912-99.9% | $5,124-99.9% |