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 | $95,296 | $156,846-39.2% | $121,098-21.3% | $139,434-31.7% |
| Participation rate | 61.9% | 76.4%-14.5pp | 69.5%-7.6pp | 80.3%-18.4pp |
| Annual return | 23.22% | 1474.56%-1451.3pp | 985.75%-962.5pp | 372.94%-349.7pp |
| Employer contribution / active EE | $2,856 | $5,536-48.4% | $4,164-31.4% | $4,751-39.9% |
| Participant deferral / active EE | $9,478 | $4,844+95.7% | $4,080+132.3% | $6,710+41.3% |
| Admin fee / account holder | $4 | $6,946-99.9% | $5,644-99.9% | $11,403-100.0% |