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 | $140,146 | $81,625+71.7% | $58,482+139.6% | $139,434+0.5% |
| Participation rate | 38.1% | 61.3%-23.2pp | 50.9%-12.8pp | 80.3%-42.2pp |
| Annual return | 18.69% | 7404.20%-7385.5pp | 4239.32%-4220.6pp | 372.94%-354.3pp |
| Employer contribution / active EE | $790 | $1,398-43.5% | $1,053-25.0% | $4,751-83.4% |
| Participant deferral / active EE | $1,908 | $2,557-25.4% | $1,924-0.8% | $6,710-71.6% |
| Admin fee / account holder | $279 | $3,265-91.5% | $2,516-88.9% | $11,403-97.6% |