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 | $21,146 | $105,998-80.1% | $92,233-77.1% | $147,584-85.7% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.5%-16.5pp | 82.8%-22.8pp |
| Annual return | 23.19% | 50.05%-26.9pp | 176.28%-153.1pp | 578.55%-555.4pp |
| Employer contribution / active EE | $2,353 | $4,333-45.7% | $3,679-36.0% | $4,876-51.7% |
| Participant deferral / active EE | $3,417 | $4,478-23.7% | $3,897-12.3% | $5,439-37.2% |
| Admin fee / account holder | $24 | $6,332-99.6% | $5,194-99.5% | $10,885-99.8% |