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 | $111,986 | $157,256-28.8% | $141,162-20.7% | $152,861-26.7% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 33.17% | 64.32%-31.2pp | 71.39%-38.2pp | 345.32%-312.1pp |
| Employer contribution / active EE | $2,038 | $5,261-61.3% | $4,735-57.0% | $4,762-57.2% |
| Participant deferral / active EE | $2,548 | $7,109-64.2% | $6,709-62.0% | $5,850-56.5% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |