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 | $59,750 | $209,411-71.5% | $178,490-66.5% | $158,922-62.4% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 60.64% | 188.75%-128.1pp | 151.07%-90.4pp | 302.83%-242.2pp |
| Employer contribution / active EE | $1,707 | $5,706-70.1% | $5,011-65.9% | $4,761-64.1% |
| Participant deferral / active EE | $2,484 | $5,954-58.3% | $5,202-52.3% | $5,982-58.5% |
| Admin fee / account holder | $126 | $17,074-99.3% | $13,984-99.1% | $11,246-98.9% |