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 | $183,082 | $97,757+87.3% | $83,848+118.3% | $135,375+35.2% |
| Participation rate | 63.6% | 80.0%-16.3pp | 76.1%-12.5pp | 82.6%-19.0pp |
| Annual return | 6.45% | 1287.37%-1280.9pp | 850.88%-844.4pp | 519.73%-513.3pp |
| Employer contribution / active EE | $1,888 | $4,222-55.3% | $3,631-48.0% | $4,779-60.5% |
| Participant deferral / active EE | $6,668 | $4,682+42.4% | $4,082+63.4% | $5,609+18.9% |
| Admin fee / account holder | $40 | $6,674-99.4% | $5,478-99.3% | $10,827-99.6% |