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 | $84,612 | $96,635-12.4% | $86,612-2.3% | $139,434-39.3% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 12.13% | 106.41%-94.3pp | 591.07%-578.9pp | 372.94%-360.8pp |
| Employer contribution / active EE | $1,463 | $3,263-55.2% | $3,022-51.6% | $4,751-69.2% |
| Participant deferral / active EE | $4,613 | $4,836-4.6% | $4,438+3.9% | $6,710-31.3% |
| Admin fee / account holder | $115 | $6,408-98.2% | $5,614-97.9% | $11,403-99.0% |