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 3-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 | $103,197 | $88,710+16.3% | $81,783+26.2% | $145,959-29.3% |
| Participation rate | 20.0% | 75.0%-55.0pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 10.00% | 1027.26%-1017.3pp | 775.05%-765.0pp | 561.95%-551.9pp |
| Employer contribution / active EE | $1,407 | $3,083-54.4% | $2,913-51.7% | $4,661-69.8% |
| Participant deferral / active EE | $5,499 | $4,645+18.4% | $4,320+27.3% | $6,689-17.8% |
| Admin fee / account holder | $20 | $8,407-99.8% | $7,380-99.7% | $13,398-99.9% |