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 | $60,627 | $144,119-57.9% | $117,854-48.6% | $147,584-58.9% |
| Participation rate | 60.0% | 83.4%-23.4pp | 79.7%-19.7pp | 82.8%-22.8pp |
| Annual return | 18.38% | 531.15%-512.8pp | 335.08%-316.7pp | 578.55%-560.2pp |
| Employer contribution / active EE | $2,161 | $4,896-55.9% | $3,786-42.9% | $4,876-55.7% |
| Participant deferral / active EE | $4,893 | $5,316-8.0% | $4,482+9.2% | $5,439-10.0% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |