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 | $133,563 | $70,606+89.2% | $53,898+147.8% | $142,382-6.2% |
| Participation rate | 9.1% | 63.7%-54.6pp | 55.0%-45.9pp | 80.1%-71.0pp |
| Annual return | 15.02% | 619.81%-604.8pp | 528.60%-513.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $371 | $1,202-69.1% | $932-60.2% | $4,299-91.4% |
| Participant deferral / active EE | $1,391 | $2,364-41.2% | $1,826-23.8% | $6,507-78.6% |
| Admin fee / account holder | $120 | $2,852-95.8% | $2,491-95.2% | $12,624-99.0% |