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 | $158,677 | $77,634+104.4% | $156,549+1.4% | $62,891+152.3% |
| Participation rate | 29.4% | 71.2%-41.8pp | 84.0%-54.6pp | 69.3%-39.9pp |
| Annual return | 6.51% | 50.32%-43.8pp | 32.23%-25.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $2,200 | $3,444-36.1% | $5,501-60.0% | $2,281-3.6% |
| Participant deferral / active EE | $0 | $3,045-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $13 | $5,561-99.8% | $13,027-99.9% | $4,296-99.7% |