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 | $190,756 | $76,407+149.7% | $150,298+26.9% | $82,448+131.4% |
| Participation rate | 67.7% | 66.4%+1.3pp | 77.8%-10.0pp | 68.1%-0.3pp |
| Annual return | 17.56% | 39.99%-22.4pp | 62.79%-45.2pp | 41.64%-24.1pp |
| Employer contribution / active EE | $1,800 | $2,614-31.1% | $4,154-56.7% | $2,551-29.4% |
| Participant deferral / active EE | $6,696 | $3,214+108.3% | $5,453+22.8% | $4,139+61.8% |
| Admin fee / account holder | $84 | $6,352-98.7% | $14,116-99.4% | $7,234-98.8% |