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 | $142,618 | $112,729+26.5% | $98,716+44.5% | $137,256+3.9% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.3%-9.3pp | 80.0%-20.0pp |
| Annual return | 15.83% | 38.48%-22.7pp | 31.81%-16.0pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,465 | $2,725-46.3% | $2,279-35.7% | $4,156-64.8% |
| Participant deferral / active EE | $5,521 | $4,640+19.0% | $4,048+36.4% | $6,407-13.8% |
| Admin fee / account holder | $40 | $10,129-99.6% | $8,703-99.5% | $12,270-99.7% |