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 | $119,449 | $154,365-22.6% | $130,231-8.3% | $139,434-14.3% |
| Participation rate | 50.0% | 79.9%-29.9pp | 76.3%-26.3pp | 80.3%-30.3pp |
| Annual return | 24.57% | 30.34%-5.8pp | 38.77%-14.2pp | 372.94%-348.4pp |
| Employer contribution / active EE | $2,477 | $5,170-52.1% | $4,126-40.0% | $4,751-47.9% |
| Participant deferral / active EE | $5,283 | $8,498-37.8% | $6,799-22.3% | $6,710-21.3% |
| Admin fee / account holder | $57 | $9,214-99.4% | $6,020-99.1% | $11,403-99.5% |