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 | $42,183 | $117,381-64.1% | $99,443-57.6% | $152,861-72.4% |
| Participation rate | 25.0% | 77.5%-52.5pp | 73.8%-48.8pp | 82.4%-57.4pp |
| Annual return | 23.45% | 31.87%-8.4pp | 30.72%-7.3pp | 345.32%-321.9pp |
| Employer contribution / active EE | $2,057 | $3,013-31.7% | $2,540-19.0% | $4,762-56.8% |
| Participant deferral / active EE | $3,040 | $4,086-25.6% | $3,619-16.0% | $5,850-48.0% |
| Admin fee / account holder | -$25 | $7,631-100.3% | $6,250-100.4% | $11,596-100.2% |