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 | $65,036 | $115,770-43.8% | $101,248-35.8% | $158,922-59.1% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 21.48% | 56.14%-34.7pp | 46.47%-25.0pp | 302.83%-281.3pp |
| Employer contribution / active EE | $1,311 | $4,175-68.6% | $3,660-64.2% | $4,761-72.5% |
| Participant deferral / active EE | $4,449 | $4,957-10.3% | $4,370+1.8% | $5,982-25.6% |
| Admin fee / account holder | $26 | $7,245-99.6% | $5,945-99.6% | $11,246-99.8% |