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 7-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 | $59,361 | $115,770-48.7% | $101,248-41.4% | $158,922-62.6% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 14.66% | 56.14%-41.5pp | 46.47%-31.8pp | 302.83%-288.2pp |
| Employer contribution / active EE | $2,910 | $4,175-30.3% | $3,660-20.5% | $4,761-38.9% |
| Participant deferral / active EE | $7,800 | $4,957+57.3% | $4,370+78.5% | $5,982+30.4% |
| Admin fee / account holder | $177 | $7,245-97.6% | $5,945-97.0% | $11,246-98.4% |