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 | $83,024 | $179,726-53.8% | $156,263-46.9% | $142,382-41.7% |
| Participation rate | 58.3% | 82.1%-23.7pp | 78.9%-20.6pp | 80.1%-21.8pp |
| Annual return | 19.30% | 77.86%-58.6pp | 59.47%-40.2pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,446 | $5,069-51.7% | $4,333-43.5% | $4,299-43.1% |
| Participant deferral / active EE | $5,223 | $6,956-24.9% | $6,158-15.2% | $6,507-19.7% |
| Admin fee / account holder | $244 | $17,272-98.6% | $14,255-98.3% | $12,624-98.1% |