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 | $148,095 | $96,635+53.3% | $86,612+71.0% | $139,434+6.2% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 10.94% | 106.41%-95.5pp | 591.07%-580.1pp | 372.94%-362.0pp |
| Employer contribution / active EE | $995 | $3,263-69.5% | $3,022-67.1% | $4,751-79.1% |
| Participant deferral / active EE | $1,990 | $4,836-58.9% | $4,438-55.2% | $6,710-70.3% |
| Admin fee / account holder | $22 | $6,408-99.7% | $5,614-99.6% | $11,403-99.8% |