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 | $58,592 | $123,793-52.7% | $177,821-67.0% | $79,858-26.6% |
| Participation rate | 49.3% | 84.7%-35.4pp | 87.7%-38.4pp | 69.6%-20.4pp |
| Annual return | 15.24% | 22.82%-7.6pp | 48.32%-33.1pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,758 | $4,095-57.1% | $5,918-70.3% | $2,471-28.8% |
| Participant deferral / active EE | $3,741 | $5,956-37.2% | $7,714-51.5% | $3,7400% |
| Admin fee / account holder | $246 | $7,243-96.6% | $12,427-98.0% | $5,306-95.4% |