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 | $14,247 | $48,076-70.4% | $78,689-81.9% | $62,891-77.3% |
| Participation rate | 35.3% | 65.2%-29.9pp | 73.6%-38.3pp | 69.3%-34.0pp |
| Annual return | 4.59% | 31.35%-26.8pp | 62.18%-57.6pp | 20.14%-15.6pp |
| Employer contribution / active EE | $1,335 | $2,015-33.7% | $2,851-53.2% | $2,281-41.5% |
| Participant deferral / active EE | $1,051 | $2,588-59.4% | $3,517-70.1% | $3,203-67.2% |
| Admin fee / account holder | $8 | $3,207-99.8% | $4,510-99.8% | $4,296-99.8% |