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 | $68,360 | $232,540-70.6% | $185,117-63.1% | $147,584-53.7% |
| Participation rate | 60.0% | 82.4%-22.4pp | 77.3%-17.3pp | 82.8%-22.8pp |
| Annual return | 23.62% | 43.03%-19.4pp | 40.50%-16.9pp | 578.55%-554.9pp |
| Employer contribution / active EE | $735 | $5,195-85.9% | $4,182-82.4% | $4,876-84.9% |
| Participant deferral / active EE | $2,538 | $5,834-56.5% | $5,045-49.7% | $5,439-53.3% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |