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 | $60,704 | $138,044-56.0% | $125,339-51.6% | $134,475-54.9% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | 1.34% | 750.33%-749.0pp | 572.05%-570.7pp | 417.96%-416.6pp |
| Employer contribution / active EE | $2,186 | $5,243-58.3% | $4,814-54.6% | $4,740-53.9% |
| Participant deferral / active EE | $4,336 | $7,799-44.4% | $7,446-41.8% | $6,400-32.2% |
| Admin fee / account holder | $30 | $11,571-99.7% | $10,010-99.7% | $11,426-99.7% |