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 | $61,613 | $78,705-21.7% | $117,854-47.7% | $70,131-12.1% |
| Participation rate | 46.9% | 73.2%-26.3pp | 79.7%-32.8pp | 69.5%-22.7pp |
| Annual return | 19.50% | 23.30%-3.8pp | 335.08%-315.6pp | 73.14%-53.6pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,355 | $3,297-28.6% | $4,482-47.5% | $3,332-29.3% |
| Admin fee / account holder | $118 | $5,065-97.7% | $8,020-98.5% | $4,645-97.5% |