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 | $102,577 | $90,348+13.5% | $75,972+35.0% | $145,922-29.7% |
| Participation rate | 64.3% | 74.5%-10.2pp | 69.1%-4.8pp | 80.3%-16.0pp |
| Annual return | 15.30% | 620.88%-605.6pp | 359.55%-344.2pp | 561.29%-546.0pp |
| Employer contribution / active EE | $1,975 | $3,311-40.4% | $2,685-26.4% | $4,660-57.6% |
| Participant deferral / active EE | $3,887 | $5,162-24.7% | $4,255-8.7% | $6,688-41.9% |
| Admin fee / account holder | $12 | $8,467-99.9% | $6,467-99.8% | $13,397-99.9% |