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 | $77,201 | $112,881-31.6% | $90,951-15.1% | $158,922-51.4% |
| Participation rate | 57.1% | 74.7%-17.6pp | 69.0%-11.9pp | 82.0%-24.8pp |
| Annual return | 12.42% | 215.79%-203.4pp | 134.60%-122.2pp | 302.83%-290.4pp |
| Employer contribution / active EE | $989 | $2,893-65.8% | $2,122-53.4% | $4,761-79.2% |
| Participant deferral / active EE | $4,384 | $4,128+6.2% | $3,373+30.0% | $5,982-26.7% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |