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 | $36,427 | $72,492-49.7% | $87,100-58.2% | $72,985-50.1% |
| Participation rate | 54.0% | 72.8%-18.8pp | 76.9%-22.9pp | 69.5%-15.5pp |
| Annual return | 28.26% | 24.46%+3.8pp | 28.19%+0.1pp | 81.00%-52.7pp |
| Employer contribution / active EE | $1,305 | $1,894-31.1% | $2,521-48.3% | $2,440-46.5% |
| Participant deferral / active EE | $2,891 | $3,270-11.6% | $4,049-28.6% | $3,607-19.9% |
| Admin fee / account holder | $275 | $5,055-94.6% | $7,497-96.3% | $5,124-94.6% |