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 | $26,878 | $232,540-88.4% | $185,117-85.5% | $147,584-81.8% |
| Participation rate | 60.9% | 82.4%-21.5pp | 77.3%-16.4pp | 82.8%-22.0pp |
| Annual return | 16.78% | 43.03%-26.2pp | 40.50%-23.7pp | 578.55%-561.8pp |
| Employer contribution / active EE | $974 | $5,195-81.3% | $4,182-76.7% | $4,876-80.0% |
| Participant deferral / active EE | $2,379 | $5,834-59.2% | $5,045-52.9% | $5,439-56.3% |
| Admin fee / account holder | $262 | $10,275-97.4% | $8,159-96.8% | $10,885-97.6% |