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 | $42,299 | $39,122+8.1% | $57,179-26.0% | $62,891-32.7% |
| Participation rate | 60.6% | 70.5%-9.9pp | 75.3%-14.7pp | 69.3%-8.7pp |
| Annual return | 7.62% | 9.23%-1.6pp | 14.59%-7.0pp | 20.14%-12.5pp |
| Employer contribution / active EE | $797 | $1,874-57.5% | $2,682-70.3% | $2,281-65.1% |
| Participant deferral / active EE | $1,762 | $2,374-25.8% | $3,096-43.1% | $3,203-45.0% |
| Admin fee / account holder | $222 | $2,592-91.4% | $3,139-92.9% | $4,296-94.8% |