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 | $48,521 | $157,256-69.1% | $141,162-65.6% | $152,861-68.3% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.4%-22.4pp |
| Annual return | 31.91% | 64.32%-32.4pp | 71.39%-39.5pp | 345.32%-313.4pp |
| Employer contribution / active EE | $1,564 | $5,261-70.3% | $4,735-67.0% | $4,762-67.2% |
| Participant deferral / active EE | $5,955 | $7,109-16.2% | $6,709-11.2% | $5,850+1.8% |
| Admin fee / account holder | $294 | $12,120-97.6% | $10,261-97.1% | $11,596-97.5% |