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 | $42,231 | $144,119-70.7% | $117,854-64.2% | $147,584-71.4% |
| Participation rate | 68.8% | 83.4%-14.7pp | 79.7%-10.9pp | 82.8%-14.1pp |
| Annual return | 19.47% | 531.15%-511.7pp | 335.08%-315.6pp | 578.55%-559.1pp |
| Employer contribution / active EE | $3,082 | $4,896-37.1% | $3,786-18.6% | $4,876-36.8% |
| Participant deferral / active EE | $2,019 | $5,316-62.0% | $4,482-55.0% | $5,439-62.9% |
| Admin fee / account holder | $101 | $10,886-99.1% | $8,020-98.7% | $10,885-99.1% |