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 | $18,598 | $48,230-61.4% | $67,502-72.4% | $80,856-77.0% |
| Participation rate | 68.3% | 66.4%+2.0pp | 72.9%-4.5pp | 67.6%+0.7pp |
| Annual return | 15.27% | 18.28%-3.0pp | 3512.12%-3496.8pp | 35.59%-20.3pp |
| Employer contribution / active EE | $1,462 | $2,020-27.6% | $2,731-46.5% | $2,755-46.9% |
| Participant deferral / active EE | $1,018 | $2,924-65.2% | $4,000-74.5% | $4,296-76.3% |
| Admin fee / account holder | $135 | $3,681-96.3% | $3,998-96.6% | $6,918-98.1% |