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 | $95,582 | $183,592-47.9% | $155,567-38.6% | $145,959-34.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 11.57% | 61.24%-49.7pp | 64.74%-53.2pp | 561.95%-550.4pp |
| Employer contribution / active EE | $2,605 | $5,315-51.0% | $4,674-44.3% | $4,661-44.1% |
| Participant deferral / active EE | $7,223 | $6,464+11.7% | $5,628+28.3% | $6,689+8.0% |
| Admin fee / account holder | $6 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |