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 | $105,060 | $77,419+35.7% | $69,455+51.3% | $152,861-31.3% |
| Participation rate | 12.5% | 78.1%-65.6pp | 74.6%-62.1pp | 82.4%-69.9pp |
| Annual return | 33.12% | 39.06%-5.9pp | 28.97%+4.2pp | 345.32%-312.2pp |
| Employer contribution / active EE | $616 | $3,315-81.4% | $2,779-77.8% | $4,762-87.1% |
| Participant deferral / active EE | $2,135 | $4,414-51.6% | $3,535-39.6% | $5,850-63.5% |
| Admin fee / account holder | $13 | $6,207-99.8% | $3,839-99.7% | $11,596-99.9% |