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 | $106,238 | $77,145+37.7% | $108,410-2.0% | $85,850+23.7% |
| Participation rate | 40.5% | 74.7%-34.2pp | 80.1%-39.7pp | 69.3%-28.8pp |
| Annual return | 22.16% | 44.54%-22.4pp | 905.27%-883.1pp | 318.53%-296.4pp |
| Employer contribution / active EE | $1,541 | $2,379-35.2% | $3,558-56.7% | $2,565-39.9% |
| Participant deferral / active EE | $3,328 | $5,566-40.2% | $6,563-49.3% | $3,952-15.8% |
| Admin fee / account holder | $70 | $5,172-98.7% | $7,295-99.0% | $6,260-98.9% |