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 7-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 | $84,812 | $149,040-43.1% | $120,225-29.5% | $137,256-38.2% |
| Participation rate | 60.0% | 75.4%-15.4pp | 69.6%-9.6pp | 80.0%-20.0pp |
| Annual return | 19.41% | 605.68%-586.3pp | 439.23%-419.8pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,785 | $4,350-59.0% | $3,475-48.6% | $4,156-57.1% |
| Participant deferral / active EE | $2,165 | $4,655-53.5% | $3,999-45.9% | $6,407-66.2% |
| Admin fee / account holder | $45 | $6,348-99.3% | $5,696-99.2% | $12,270-99.6% |