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 | $58,672 | $157,256-62.7% | $141,162-58.4% | $152,861-61.6% |
| Participation rate | 54.5% | 84.8%-30.3pp | 82.5%-27.9pp | 82.4%-27.9pp |
| Annual return | 25.34% | 64.32%-39.0pp | 71.39%-46.0pp | 345.32%-320.0pp |
| Employer contribution / active EE | $2,272 | $5,261-56.8% | $4,735-52.0% | $4,762-52.3% |
| Participant deferral / active EE | $4,663 | $7,109-34.4% | $6,709-30.5% | $5,850-20.3% |
| Admin fee / account holder | $220 | $12,120-98.2% | $10,261-97.9% | $11,596-98.1% |