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 | $37,173 | $107,791-65.5% | $90,645-59.0% | $135,375-72.5% |
| Participation rate | 40.0% | 78.0%-38.0pp | 74.0%-34.0pp | 82.6%-42.6pp |
| Annual return | 11.86% | -0.90%+12.8pp | 1.88%+10.0pp | 519.73%-507.9pp |
| Employer contribution / active EE | $1,204 | $3,018-60.1% | $2,532-52.4% | $4,779-74.8% |
| Participant deferral / active EE | $5,490 | $3,872+41.8% | $3,425+60.3% | $5,609-2.1% |
| Admin fee / account holder | $210 | $5,930-96.5% | $4,994-95.8% | $10,827-98.1% |