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 | $140,280 | $83,477+68.0% | $125,175+12.1% | $72,985+92.2% |
| Participation rate | 42.9% | 73.3%-30.5pp | 79.8%-36.9pp | 69.5%-26.6pp |
| Annual return | 26.87% | 25.78%+1.1pp | 43.79%-16.9pp | 81.00%-54.1pp |
| Employer contribution / active EE | $1,646 | $2,345-29.8% | $3,865-57.4% | $2,440-32.6% |
| Participant deferral / active EE | $3,330 | $3,585-7.1% | $4,937-32.5% | $3,607-7.7% |
| Admin fee / account holder | $17 | $5,517-99.7% | $9,702-99.8% | $5,124-99.7% |