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 | $143,080 | $133,958+6.8% | $112,228+27.5% | $134,475+6.4% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | 44.14% | 47.11%-3.0pp | 27.45%+16.7pp | 417.96%-373.8pp |
| Employer contribution / active EE | $1,873 | $4,038-53.6% | $3,635-48.5% | $4,740-60.5% |
| Participant deferral / active EE | $1,873 | $5,291-64.6% | $4,728-60.4% | $6,400-70.7% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |