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 | $102,849 | $48,364+112.7% | $71,796+43.3% | $62,891+63.5% |
| Participation rate | 28.8% | 60.6%-31.8pp | 69.1%-40.3pp | 69.3%-40.5pp |
| Annual return | 15.41% | 13.16%+2.3pp | 78.04%-62.6pp | 20.14%-4.7pp |
| Employer contribution / active EE | $624 | $1,042-40.1% | $1,924-67.6% | $2,281-72.6% |
| Participant deferral / active EE | $1,597 | $2,091-23.6% | $2,794-42.8% | $3,203-50.1% |
| Admin fee / account holder | $125 | $3,771-96.7% | $4,815-97.4% | $4,296-97.1% |