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 | $147,805 | $106,515+38.8% | $96,683+52.9% | $139,434+6.0% |
| Participation rate | 64.3% | 77.8%-13.6pp | 74.3%-10.1pp | 80.3%-16.0pp |
| Annual return | 13.06% | 38.43%-25.4pp | 35.69%-22.6pp | 372.94%-359.9pp |
| Employer contribution / active EE | $1,396 | $4,103-66.0% | $3,737-62.6% | $4,751-70.6% |
| Participant deferral / active EE | $4,602 | $5,454-15.6% | $4,878-5.7% | $6,710-31.4% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |