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 | $176,593 | $110,257+60.2% | $96,544+82.9% | $139,434+26.7% |
| Participation rate | 45.5% | 78.1%-32.6pp | 76.0%-30.5pp | 80.3%-34.9pp |
| Annual return | 27.84% | 26.32%+1.5pp | 25.84%+2.0pp | 372.94%-345.1pp |
| Employer contribution / active EE | $1,121 | $3,620-69.0% | $2,965-62.2% | $4,751-76.4% |
| Participant deferral / active EE | $3,904 | $5,548-29.6% | $4,851-19.5% | $6,710-41.8% |
| Admin fee / account holder | $57 | $11,591-99.5% | $8,252-99.3% | $11,403-99.5% |