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 | $44,002 | $85,202-48.4% | $172,739-74.5% | $72,985-39.7% |
| Participation rate | 41.9% | 70.1%-28.1pp | 82.6%-40.7pp | 69.5%-27.6pp |
| Annual return | 23.23% | 27.32%-4.1pp | 802.84%-779.6pp | 81.00%-57.8pp |
| Employer contribution / active EE | $1,966 | $3,324-40.8% | $5,143-61.8% | $2,440-19.4% |
| Participant deferral / active EE | $3,427 | $3,260+5.1% | $5,198-34.1% | $3,607-5.0% |
| Admin fee / account holder | $196 | $5,884-96.7% | $13,954-98.6% | $5,124-96.2% |