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 | $156,349 | $115,770+35.1% | $101,248+54.4% | $158,922-1.6% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 13.02% | 56.14%-43.1pp | 46.47%-33.5pp | 302.83%-289.8pp |
| Employer contribution / active EE | $838 | $4,175-79.9% | $3,660-77.1% | $4,761-82.4% |
| Participant deferral / active EE | $4,424 | $4,957-10.8% | $4,370+1.2% | $5,982-26.0% |
| Admin fee / account holder | $213 | $7,245-97.1% | $5,945-96.4% | $11,246-98.1% |