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 | $60,218 | $202,432-70.3% | $169,368-64.4% | $139,434-56.8% |
| Participation rate | 62.5% | 81.1%-18.6pp | 77.1%-14.6pp | 80.3%-17.8pp |
| Annual return | 14.84% | 531.74%-516.9pp | 405.60%-390.8pp | 372.94%-358.1pp |
| Employer contribution / active EE | $1,693 | $4,692-63.9% | $4,013-57.8% | $4,751-64.4% |
| Participant deferral / active EE | $4,061 | $6,938-41.5% | $6,221-34.7% | $6,710-39.5% |
| Admin fee / account holder | $24 | $10,708-99.8% | $9,003-99.7% | $11,403-99.8% |