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 | $78,561 | $115,770-32.1% | $101,248-22.4% | $158,922-50.6% |
| Participation rate | 43.8% | 79.4%-35.6pp | 75.8%-32.1pp | 82.0%-38.2pp |
| Annual return | 17.45% | 56.14%-38.7pp | 46.47%-29.0pp | 302.83%-285.4pp |
| Employer contribution / active EE | $1,836 | $4,175-56.0% | $3,660-49.8% | $4,761-61.4% |
| Participant deferral / active EE | $2,976 | $4,957-40.0% | $4,370-31.9% | $5,982-50.2% |
| Admin fee / account holder | $236 | $7,245-96.7% | $5,945-96.0% | $11,246-97.9% |