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 | $36,224 | $45,073-19.6% | $69,455-47.8% | $72,985-50.4% |
| Participation rate | 48.3% | 68.5%-20.2pp | 74.6%-26.3pp | 69.5%-21.2pp |
| Annual return | 5.86% | 22.65%-16.8pp | 28.97%-23.1pp | 81.00%-75.1pp |
| Employer contribution / active EE | $1,127 | $2,054-45.1% | $2,779-59.5% | $2,440-53.8% |
| Participant deferral / active EE | $1,215 | $2,602-53.3% | $3,535-65.6% | $3,607-66.3% |
| Admin fee / account holder | $34 | $3,056-98.9% | $3,839-99.1% | $5,124-99.3% |