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 | $52,754 | $118,450-55.5% | $98,439-46.4% | $139,434-62.2% |
| Participation rate | 50.0% | 77.4%-27.4pp | 75.2%-25.2pp | 80.3%-30.3pp |
| Annual return | 24.51% | 18.94%+5.6pp | 21.16%+3.3pp | 372.94%-348.4pp |
| Employer contribution / active EE | $1,480 | $3,609-59.0% | $3,048-51.4% | $4,751-68.8% |
| Participant deferral / active EE | $4,070 | $5,392-24.5% | $4,738-14.1% | $6,710-39.3% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |