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 | $179,434 | $105,998+69.3% | $92,233+94.5% | $147,584+21.6% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.5%-16.5pp | 82.8%-22.8pp |
| Annual return | 15.99% | 50.05%-34.1pp | 176.28%-160.3pp | 578.55%-562.6pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $15,037 | $4,478+235.8% | $3,897+285.9% | $5,439+176.5% |
| Admin fee / account holder | $10 | $6,332-99.8% | $5,194-99.8% | $10,885-99.9% |