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 | $142,897 | $99,079+44.2% | $77,999+83.2% | $273,961-47.8% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.5%-25.5pp | 83.0%-33.0pp |
| Annual return | 11.26% | 217.93%-206.7pp | 425.96%-414.7pp | 41.45%-30.2pp |
| Employer contribution / active EE | $1,976 | $3,308-40.3% | $2,470-20.0% | $4,869-59.4% |
| Participant deferral / active EE | $11,000 | $4,306+155.4% | $3,497+214.6% | $5,287+108.1% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |