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 | $56,164 | $190,805-70.6% | $159,960-64.9% | $134,475-58.2% |
| Participation rate | 44.4% | 81.9%-37.5pp | 78.0%-33.5pp | 81.2%-36.8pp |
| Annual return | -16.35% | 552.23%-568.6pp | 408.60%-425.0pp | 417.96%-434.3pp |
| Employer contribution / active EE | $809 | $4,995-83.8% | $4,226-80.9% | $4,740-82.9% |
| Participant deferral / active EE | $2,109 | $6,923-69.5% | $6,182-65.9% | $6,400-67.0% |
| Admin fee / account holder | $290 | $10,471-97.2% | $8,698-96.7% | $11,426-97.5% |