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 | $60,220 | $152,587-60.5% | $125,175-51.9% | $152,861-60.6% |
| Participation rate | 54.5% | 83.3%-28.8pp | 79.8%-25.2pp | 82.4%-27.9pp |
| Annual return | 19.76% | 54.84%-35.1pp | 43.79%-24.0pp | 345.32%-325.6pp |
| Employer contribution / active EE | $1,926 | $4,946-61.1% | $3,865-50.2% | $4,762-59.6% |
| Participant deferral / active EE | $7,552 | $5,868+28.7% | $4,937+53.0% | $5,850+29.1% |
| Admin fee / account holder | $32 | $13,434-99.8% | $9,702-99.7% | $11,596-99.7% |