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 | $122,099 | $78,705+55.1% | $117,854+3.6% | $70,131+74.1% |
| Participation rate | 38.9% | 73.2%-34.3pp | 79.7%-40.8pp | 69.5%-30.7pp |
| Annual return | 21.79% | 23.30%-1.5pp | 335.08%-313.3pp | 73.14%-51.3pp |
| Employer contribution / active EE | $1,326 | $2,223-40.4% | $3,786-65.0% | $2,342-43.4% |
| Participant deferral / active EE | $2,561 | $3,297-22.3% | $4,482-42.9% | $3,332-23.1% |
| Admin fee / account holder | $247 | $5,065-95.1% | $8,020-96.9% | $4,645-94.7% |