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 | $70,873 | $138,044-48.7% | $125,339-43.5% | $134,475-47.3% |
| Participation rate | 20.0% | 84.5%-64.5pp | 82.4%-62.4pp | 81.2%-61.2pp |
| Annual return | -9.73% | 750.33%-760.1pp | 572.05%-581.8pp | 417.96%-427.7pp |
| Employer contribution / active EE | $1,623 | $5,243-69.0% | $4,814-66.3% | $4,740-65.8% |
| Participant deferral / active EE | $4,229 | $7,799-45.8% | $7,446-43.2% | $6,400-33.9% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |