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 | $133,346 | $48,265+176.3% | $68,791+93.8% | $68,494+94.7% |
| Participation rate | 23.1% | 60.7%-37.6pp | 69.0%-45.9pp | 67.9%-44.8pp |
| Annual return | 3.98% | -12.71%+16.7pp | -6.38%+10.4pp | -7.84%+11.8pp |
| Employer contribution / active EE | $366 | $1,829-80.0% | $2,655-86.2% | $2,596-85.9% |
| Participant deferral / active EE | $1,825 | $2,867-36.3% | $3,941-53.7% | $4,027-54.7% |
| Admin fee / account holder | $39 | $4,355-99.1% | $4,932-99.2% | $5,403-99.3% |