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 | $61,312 | $215,361-71.5% | $171,082-64.2% | $273,961-77.6% |
| Participation rate | 46.2% | 82.0%-35.9pp | 76.7%-30.5pp | 83.0%-36.9pp |
| Annual return | 135.53% | 25.14%+110.4pp | 32.56%+103.0pp | 41.45%+94.1pp |
| Employer contribution / active EE | $1,799 | $4,967-63.8% | $4,002-55.0% | $4,869-63.0% |
| Participant deferral / active EE | $2,960 | $5,543-46.6% | $4,797-38.3% | $5,287-44.0% |
| Admin fee / account holder | $10 | $10,846-99.9% | $8,520-99.9% | $10,132-99.9% |