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 | $57,096 | $57,016+0.1% | $84,966-32.8% | $80,856-29.4% |
| Participation rate | 23.9% | 56.3%-32.4pp | 67.5%-43.6pp | 67.6%-43.7pp |
| Annual return | 10.87% | 21.66%-10.8pp | 66.38%-55.5pp | 35.59%-24.7pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,200 | $3,110-61.4% | $4,519-73.4% | $4,296-72.1% |
| Admin fee / account holder | $134 | $4,980-97.3% | $6,149-97.8% | $6,918-98.1% |