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 | $207,632 | $102,616+102.3% | $81,983+153.3% | $158,922+30.6% |
| Participation rate | 60.0% | 75.5%-15.5pp | 69.2%-9.2pp | 82.0%-22.0pp |
| Annual return | 15.67% | 61.04%-45.4pp | 41.31%-25.6pp | 302.83%-287.2pp |
| Employer contribution / active EE | $1,435 | $3,240-55.7% | $2,498-42.6% | $4,761-69.9% |
| Participant deferral / active EE | $3,184 | $4,648-31.5% | $3,722-14.5% | $5,982-46.8% |
| Admin fee / account holder | $137 | $8,235-98.3% | $5,664-97.6% | $11,246-98.8% |