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 | $58,510 | $176,056-66.8% | $159,436-63.3% | $167,490-65.1% |
| Participation rate | 60.0% | 84.9%-24.9pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 11.24% | 331.75%-320.5pp | 263.57%-252.3pp | 478.56%-467.3pp |
| Employer contribution / active EE | $1,298 | $5,297-75.5% | $4,829-73.1% | $4,837-73.2% |
| Participant deferral / active EE | $10,800 | $7,750+39.4% | $7,352+46.9% | $6,341+70.3% |
| Admin fee / account holder | $273 | $12,554-97.8% | $10,799-97.5% | $12,309-97.8% |