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 | $122,864 | $57,016+115.5% | $84,966+44.6% | $80,856+52.0% |
| Participation rate | 64.4% | 56.3%+8.1pp | 67.5%-3.1pp | 67.6%-3.2pp |
| Annual return | 16.01% | 21.66%-5.7pp | 66.38%-50.4pp | 35.59%-19.6pp |
| Employer contribution / active EE | $2,057 | $1,798+14.4% | $2,727-24.6% | $2,755-25.3% |
| Participant deferral / active EE | $4,758 | $3,110+53.0% | $4,519+5.3% | $4,296+10.8% |
| Admin fee / account holder | $129 | $4,980-97.4% | $6,149-97.9% | $6,918-98.1% |