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 | $57,439 | $232,540-75.3% | $185,117-69.0% | $147,584-61.1% |
| Participation rate | 60.0% | 82.4%-22.4pp | 77.3%-17.3pp | 82.8%-22.8pp |
| Annual return | 12.55% | 43.03%-30.5pp | 40.50%-27.9pp | 578.55%-566.0pp |
| Employer contribution / active EE | $1,171 | $5,195-77.5% | $4,182-72.0% | $4,876-76.0% |
| Participant deferral / active EE | $3,680 | $5,834-36.9% | $5,045-27.1% | $5,439-32.3% |
| Admin fee / account holder | $13 | $10,275-99.9% | $8,159-99.8% | $10,885-99.9% |