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 | $38,750 | $78,672-50.7% | $109,143-64.5% | $85,850-54.9% |
| Participation rate | 48.1% | 68.3%-20.1pp | 75.9%-27.7pp | 69.3%-21.2pp |
| Annual return | 18.40% | 25.09%-6.7pp | 25.75%-7.4pp | 318.53%-300.1pp |
| Employer contribution / active EE | $1,760 | $2,735-35.6% | $3,722-52.7% | $2,565-31.4% |
| Participant deferral / active EE | $2,586 | $3,467-25.4% | $4,653-44.4% | $3,952-34.6% |
| Admin fee / account holder | $137 | $5,469-97.5% | $6,752-98.0% | $6,260-97.8% |