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 | $147,416 | $106,890+37.9% | $84,015+75.5% | $152,861-3.6% |
| Participation rate | 62.5% | 75.2%-12.7pp | 69.0%-6.5pp | 82.4%-19.9pp |
| Annual return | 19.10% | 104.99%-85.9pp | 71.31%-52.2pp | 345.32%-326.2pp |
| Employer contribution / active EE | $1,318 | $2,734-51.8% | $1,983-33.5% | $4,762-72.3% |
| Participant deferral / active EE | $3,684 | $4,011-8.2% | $3,239+13.8% | $5,850-37.0% |
| Admin fee / account holder | $295 | $8,285-96.4% | $6,101-95.2% | $11,596-97.5% |