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 | $18,938 | $48,076-60.6% | $78,689-75.9% | $62,891-69.9% |
| Participation rate | 55.2% | 65.2%-10.0pp | 73.6%-18.4pp | 69.3%-14.1pp |
| Annual return | 7.87% | 31.35%-23.5pp | 62.18%-54.3pp | 20.14%-12.3pp |
| Employer contribution / active EE | $810 | $2,015-59.8% | $2,851-71.6% | $2,281-64.5% |
| Participant deferral / active EE | $3,332 | $2,588+28.8% | $3,517-5.3% | $3,203+4.0% |
| Admin fee / account holder | $278 | $3,207-91.3% | $4,510-93.8% | $4,296-93.5% |