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 | $50,659 | $105,181-51.8% | $159,436-68.2% | $85,850-41.0% |
| Participation rate | 57.7% | 75.8%-18.1pp | 82.8%-25.1pp | 69.3%-11.6pp |
| Annual return | 17.91% | 45.07%-27.2pp | 263.57%-245.7pp | 318.53%-300.6pp |
| Employer contribution / active EE | $1,139 | $3,318-65.7% | $4,829-76.4% | $2,565-55.6% |
| Participant deferral / active EE | $2,933 | $5,945-50.7% | $7,352-60.1% | $3,952-25.8% |
| Admin fee / account holder | $221 | $6,933-96.8% | $10,799-98.0% | $6,260-96.5% |