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 | $119,703 | $72,277+65.6% | $101,248+18.2% | $79,858+49.9% |
| Participation rate | 51.0% | 68.5%-17.5pp | 75.8%-24.8pp | 69.6%-18.7pp |
| Annual return | 11.06% | 22.30%-11.2pp | 46.47%-35.4pp | 31.71%-20.7pp |
| Employer contribution / active EE | $1,657 | $2,692-38.4% | $3,660-54.7% | $2,471-32.9% |
| Participant deferral / active EE | $2,292 | $3,282-30.2% | $4,370-47.6% | $3,740-38.7% |
| Admin fee / account holder | $7 | $4,400-99.8% | $5,945-99.9% | $5,306-99.9% |