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 | $78,841 | $181,894-56.7% | $156,549-49.6% | $273,961-71.2% |
| Participation rate | 40.0% | 88.4%-48.4pp | 84.0%-44.0pp | 83.0%-43.0pp |
| Annual return | 11.19% | 30.74%-19.6pp | 32.23%-21.0pp | 41.45%-30.3pp |
| Employer contribution / active EE | $2,025 | $6,248-67.6% | $5,501-63.2% | $4,869-58.4% |
| Participant deferral / active EE | $7,269 | $5,550+31.0% | $4,871+49.2% | $5,287+37.5% |
| Admin fee / account holder | $70 | $15,559-99.6% | $13,027-99.5% | $10,132-99.3% |