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 5-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 | $34,886 | $57,057-38.9% | $85,009-59.0% | $80,874-56.9% |
| Participation rate | 52.0% | 56.4%-4.4pp | 67.5%-15.5pp | 67.6%-15.6pp |
| Annual return | 15.97% | 21.66%-5.7pp | 66.47%-50.5pp | 35.62%-19.6pp |
| Employer contribution / active EE | $453 | $1,799-74.8% | $2,728-83.4% | $2,756-83.6% |
| Participant deferral / active EE | $1,886 | $3,112-39.4% | $4,522-58.3% | $4,297-56.1% |
| Admin fee / account holder | $191 | $4,986-96.2% | $6,153-96.9% | $6,935-97.2% |