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 | $104,278 | $39,019+167.2% | $80,716+29.2% | $85,850+21.5% |
| Participation rate | 53.6% | 41.5%+12.0pp | 54.2%-0.6pp | 69.3%-15.7pp |
| Annual return | 14.83% | 26.27%-11.4pp | 87.28%-72.5pp | 318.53%-303.7pp |
| Employer contribution / active EE | $1,385 | $722+91.9% | $1,160+19.4% | $2,565-46.0% |
| Participant deferral / active EE | $3,013 | $1,326+127.3% | $2,146+40.4% | $3,952-23.8% |
| Admin fee / account holder | $0 | $2,431-100.0% | $3,380-100.0% | $6,260-100.0% |