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 | $62,180 | $176,812-64.8% | $146,665-57.6% | $167,490-62.9% |
| Participation rate | 50.0% | 83.6%-33.6pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 14.87% | 24.03%-9.2pp | 22.74%-7.9pp | 478.56%-463.7pp |
| Employer contribution / active EE | $2,515 | $5,160-51.3% | $4,136-39.2% | $4,837-48.0% |
| Participant deferral / active EE | $7,386 | $6,440+14.7% | $5,506+34.1% | $6,341+16.5% |
| Admin fee / account holder | $231 | $13,259-98.3% | $10,280-97.8% | $12,309-98.1% |