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 | $41,593 | $180,449-77.0% | $154,107-73.0% | $135,375-69.3% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -7.37% | 888.09%-895.5pp | 735.12%-742.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $4,756 | $6,035-21.2% | $5,298-10.2% | $4,779-0.5% |
| Participant deferral / active EE | $3,700 | $5,806-36.3% | $5,081-27.2% | $5,609-34.0% |
| Admin fee / account holder | $242 | $16,143-98.5% | $13,411-98.2% | $10,827-97.8% |