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 | $161,187 | $111,754+44.2% | $103,333+56.0% | $145,922+10.5% |
| Participation rate | 22.7% | 77.9%-55.2pp | 74.5%-51.8pp | 80.3%-57.5pp |
| Annual return | 12.15% | 24.77%-12.6pp | 24.88%-12.7pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,057 | $4,212-74.9% | $3,868-72.7% | $4,660-77.3% |
| Participant deferral / active EE | $2,935 | $5,619-47.8% | $5,057-42.0% | $6,688-56.1% |
| Admin fee / account holder | $17 | $9,750-99.8% | $8,355-99.8% | $13,397-99.9% |