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 | $68,734 | $79,944-14.0% | $98,439-30.2% | $75,163-8.6% |
| Participation rate | 37.8% | 70.4%-32.6pp | 75.2%-37.4pp | 67.2%-29.4pp |
| Annual return | 18.47% | 19.75%-1.3pp | 21.16%-2.7pp | 160.62%-142.1pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,698 | $3,752+25.2% | $4,738-0.8% | $4,125+13.9% |
| Admin fee / account holder | $28 | $6,840-99.6% | $8,948-99.7% | $5,651-99.5% |