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 | $127,072 | $58,512+117.2% | $84,015+51.2% | $72,985+74.1% |
| Participation rate | 46.6% | 61.2%-14.7pp | 69.0%-22.5pp | 69.5%-22.9pp |
| Annual return | 23.01% | 28.93%-5.9pp | 71.31%-48.3pp | 81.00%-58.0pp |
| Employer contribution / active EE | $980 | $1,163-15.7% | $1,983-50.6% | $2,440-59.8% |
| Participant deferral / active EE | $2,615 | $2,394+9.2% | $3,239-19.3% | $3,607-27.5% |
| Admin fee / account holder | $291 | $4,569-93.6% | $6,101-95.2% | $5,124-94.3% |