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 | $122,021 | $48,570+151.2% | $130,648-6.6% | $72,985+67.2% |
| Participation rate | 68.8% | 58.6%+10.2pp | 71.7%-3.0pp | 69.5%-0.7pp |
| Annual return | 20.89% | 38.63%-17.7pp | 1708.96%-1688.1pp | 81.00%-60.1pp |
| Employer contribution / active EE | $1,143 | $1,334-14.3% | $4,092-72.1% | $2,440-53.1% |
| Participant deferral / active EE | $3,342 | $2,384+40.2% | $3,603-7.2% | $3,607-7.3% |
| Admin fee / account holder | $194 | $3,549-94.5% | $5,464-96.4% | $5,124-96.2% |