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 | $130,023 | $115,770+12.3% | $101,248+28.4% | $158,922-18.2% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 19.07% | 56.14%-37.1pp | 46.47%-27.4pp | 302.83%-283.8pp |
| Employer contribution / active EE | $2,036 | $4,175-51.2% | $3,660-44.4% | $4,761-57.2% |
| Participant deferral / active EE | $2,293 | $4,957-53.8% | $4,370-47.5% | $5,982-61.7% |
| Admin fee / account holder | $212 | $7,245-97.1% | $5,945-96.4% | $11,246-98.1% |