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 | $60,841 | $142,405-57.3% | $115,157-47.2% | $152,861-60.2% |
| Participation rate | 36.8% | 82.4%-45.5pp | 75.9%-39.1pp | 82.4%-45.6pp |
| Annual return | 16.95% | 41.48%-24.5pp | 35.60%-18.7pp | 345.32%-328.4pp |
| Employer contribution / active EE | $1,092 | $4,010-72.8% | $3,179-65.7% | $4,762-77.1% |
| Participant deferral / active EE | $2,011 | $5,164-61.1% | $4,168-51.8% | $5,850-65.6% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |