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 | $57,056 | $43,327+31.7% | $59,878-4.7% | $64,186-11.1% |
| Participation rate | 26.9% | 69.2%-42.2pp | 74.7%-47.8pp | 69.6%-42.6pp |
| Annual return | 5.91% | -1.55%+7.5pp | 3.46%+2.5pp | 7.63%-1.7pp |
| Employer contribution / active EE | $980 | $2,028-51.7% | $2,722-64.0% | $2,381-58.8% |
| Participant deferral / active EE | $2,154 | $2,546-15.4% | $3,402-36.7% | $3,470-37.9% |
| Admin fee / account holder | $101 | $3,005-96.6% | $3,590-97.2% | $4,888-97.9% |