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 | $144,557 | $158,398-8.7% | $126,539+14.2% | $142,382+1.5% |
| Participation rate | 18.8% | 75.8%-57.1pp | 69.8%-51.1pp | 80.1%-61.4pp |
| Annual return | 18.00% | 593.76%-575.8pp | 425.95%-407.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $162 | $4,650-96.5% | $3,674-95.6% | $4,299-96.2% |
| Participant deferral / active EE | $1,034 | $4,767-78.3% | $4,083-74.7% | $6,507-84.1% |
| Admin fee / account holder | $20 | $6,918-99.7% | $6,065-99.7% | $12,624-99.8% |