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 | $111,712 | $232,540-52.0% | $185,117-39.7% | $147,584-24.3% |
| Participation rate | 33.3% | 82.4%-49.0pp | 77.3%-43.9pp | 82.8%-49.5pp |
| Annual return | 14.22% | 43.03%-28.8pp | 40.50%-26.3pp | 578.55%-564.3pp |
| Employer contribution / active EE | $710 | $5,195-86.3% | $4,182-83.0% | $4,876-85.5% |
| Participant deferral / active EE | $2,838 | $5,834-51.4% | $5,045-43.7% | $5,439-47.8% |
| Admin fee / account holder | $250 | $10,275-97.6% | $8,159-96.9% | $10,885-97.7% |