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 | $56,603 | $115,882-51.2% | $100,516-43.7% | $158,922-64.4% |
| Participation rate | 50.0% | 81.6%-31.6pp | 79.4%-29.4pp | 82.0%-32.0pp |
| Annual return | 35.60% | 34.79%+0.8pp | 30.89%+4.7pp | 302.83%-267.2pp |
| Employer contribution / active EE | $2,507 | $4,103-38.9% | $3,418-26.6% | $4,761-47.3% |
| Participant deferral / active EE | $6,267 | $6,674-6.1% | $6,2700% | $5,982+4.8% |
| Admin fee / account holder | $15 | $10,995-99.9% | $8,081-99.8% | $11,246-99.9% |