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 | $169,678 | $121,625+39.5% | $104,607+62.2% | $158,922+6.8% |
| Participation rate | 12.5% | 77.5%-65.0pp | 74.1%-61.6pp | 82.0%-69.5pp |
| Annual return | 22.63% | 465.26%-442.6pp | 340.46%-317.8pp | 302.83%-280.2pp |
| Employer contribution / active EE | $960 | $3,163-69.6% | $2,681-64.2% | $4,761-79.8% |
| Participant deferral / active EE | $2,438 | $4,177-41.7% | $3,740-34.8% | $5,982-59.3% |
| Admin fee / account holder | $20 | $7,787-99.7% | $6,473-99.7% | $11,246-99.8% |