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 | $71,901 | $232,540-69.1% | $185,117-61.2% | $147,584-51.3% |
| Participation rate | 57.1% | 82.4%-25.2pp | 77.3%-20.1pp | 82.8%-25.7pp |
| Annual return | 15.22% | 43.03%-27.8pp | 40.50%-25.3pp | 578.55%-563.3pp |
| Employer contribution / active EE | $1,110 | $5,195-78.6% | $4,182-73.4% | $4,876-77.2% |
| Participant deferral / active EE | $3,296 | $5,834-43.5% | $5,045-34.7% | $5,439-39.4% |
| Admin fee / account holder | $26 | $10,275-99.7% | $8,159-99.7% | $10,885-99.8% |