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 | $50,214 | $157,256-68.1% | $141,162-64.4% | $152,861-67.2% |
| Participation rate | 64.3% | 84.8%-20.5pp | 82.5%-18.2pp | 82.4%-18.2pp |
| Annual return | 25.92% | 64.32%-38.4pp | 71.39%-45.5pp | 345.32%-319.4pp |
| Employer contribution / active EE | $2,335 | $5,261-55.6% | $4,735-50.7% | $4,762-51.0% |
| Participant deferral / active EE | $4,651 | $7,109-34.6% | $6,709-30.7% | $5,850-20.5% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |