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 | $52,018 | $48,795+6.6% | $65,493-20.6% | $84,808-38.7% |
| Participation rate | 6.9% | 67.0%-60.1pp | 73.1%-66.2pp | 68.3%-61.4pp |
| Annual return | 14.05% | 20.20%-6.1pp | 982.45%-968.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $847 | $2,928-71.1% | $3,961-78.6% | $4,212-79.9% |
| Admin fee / account holder | $275 | $3,877-92.9% | $5,028-94.5% | $7,344-96.3% |