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 | $45,387 | $209,411-78.3% | $178,490-74.6% | $158,922-71.4% |
| Participation rate | 60.0% | 86.3%-26.3pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 14.34% | 188.75%-174.4pp | 151.07%-136.7pp | 302.83%-288.5pp |
| Employer contribution / active EE | $2,975 | $5,706-47.9% | $5,011-40.6% | $4,761-37.5% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $75 | $17,074-99.6% | $13,984-99.5% | $11,246-99.3% |