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 | $21,653 | $115,770-81.3% | $101,248-78.6% | $158,922-86.4% |
| Participation rate | 57.1% | 79.4%-22.2pp | 75.8%-18.7pp | 82.0%-24.8pp |
| Annual return | 103.89% | 56.14%+47.8pp | 46.47%+57.4pp | 302.83%-198.9pp |
| Employer contribution / active EE | $1,403 | $4,175-66.4% | $3,660-61.6% | $4,761-70.5% |
| Participant deferral / active EE | $2,483 | $4,957-49.9% | $4,370-43.2% | $5,982-58.5% |
| Admin fee / account holder | $158 | $7,245-97.8% | $5,945-97.3% | $11,246-98.6% |