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 | $138,557 | $106,890+29.6% | $84,015+64.9% | $152,861-9.4% |
| Participation rate | 62.5% | 75.2%-12.7pp | 69.0%-6.5pp | 82.4%-19.9pp |
| Annual return | 20.38% | 104.99%-84.6pp | 71.31%-50.9pp | 345.32%-324.9pp |
| Employer contribution / active EE | $1,803 | $2,734-34.1% | $1,983-9.1% | $4,762-62.1% |
| Participant deferral / active EE | $3,750 | $4,011-6.5% | $3,239+15.8% | $5,850-35.9% |
| Admin fee / account holder | $64 | $8,285-99.2% | $6,101-99.0% | $11,596-99.4% |