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 | $150,264 | $81,208+85.0% | $98,907+51.9% | $79,858+88.2% |
| Participation rate | 21.8% | 72.5%-50.7pp | 76.0%-54.2pp | 69.6%-47.8pp |
| Annual return | 13.65% | 60.99%-47.3pp | 196.43%-182.8pp | 31.71%-18.1pp |
| Employer contribution / active EE | $833 | $1,960-57.5% | $2,689-69.0% | $2,471-66.3% |
| Participant deferral / active EE | $1,508 | $3,265-53.8% | $4,244-64.5% | $3,740-59.7% |
| Admin fee / account holder | $163 | $6,013-97.3% | $6,642-97.6% | $5,306-96.9% |