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 | $24,562 | $165,912-85.2% | $122,332-79.9% | $147,584-83.4% |
| Participation rate | 50.0% | 79.6%-29.6pp | 71.6%-21.6pp | 82.8%-32.8pp |
| Annual return | 30.85% | 34.55%-3.7pp | 30.27%+0.6pp | 578.55%-547.7pp |
| Employer contribution / active EE | $2,357 | $5,754-59.0% | $4,050-41.8% | $4,876-51.7% |
| Participant deferral / active EE | $3,983 | $4,005-0.5% | $3,287+21.2% | $5,439-26.8% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |