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 | $54,806 | $89,753-38.9% | $107,525-49.0% | $84,808-35.4% |
| Participation rate | 63.2% | 68.1%-4.9pp | 75.1%-11.9pp | 68.3%-5.2pp |
| Annual return | 15.52% | 29.48%-14.0pp | 181.32%-165.8pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,268 | $3,113-27.2% | $3,754-39.6% | $2,631-13.8% |
| Participant deferral / active EE | $3,737 | $4,056-7.9% | $5,116-26.9% | $4,212-11.3% |
| Admin fee / account holder | $93 | $7,222-98.7% | $8,919-99.0% | $7,344-98.7% |