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 | $179,471 | $111,754+60.6% | $103,333+73.7% | $145,922+23.0% |
| Participation rate | 45.5% | 77.9%-32.5pp | 74.5%-29.1pp | 80.3%-34.8pp |
| Annual return | 14.83% | 24.77%-9.9pp | 24.88%-10.1pp | 561.29%-546.5pp |
| Employer contribution / active EE | $4,008 | $4,212-4.9% | $3,868+3.6% | $4,660-14.0% |
| Participant deferral / active EE | $7,055 | $5,619+25.6% | $5,057+39.5% | $6,688+5.5% |
| Admin fee / account holder | $131 | $9,750-98.7% | $8,355-98.4% | $13,397-99.0% |