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 | $101,713 | $48,046+111.7% | $84,611+20.2% | $72,985+39.4% |
| Participation rate | 55.6% | 57.6%-2.0pp | 68.2%-12.7pp | 69.5%-13.9pp |
| Annual return | 25.14% | 37.38%-12.2pp | 258.74%-233.6pp | 81.00%-55.9pp |
| Employer contribution / active EE | $974 | $1,602-39.2% | $2,652-63.3% | $2,440-60.1% |
| Participant deferral / active EE | $2,823 | $2,680+5.3% | $3,899-27.6% | $3,607-21.7% |
| Admin fee / account holder | $8 | $3,395-99.8% | $4,912-99.8% | $5,124-99.9% |