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 | $35,179 | $103,949-66.2% | $69,182-49.2% | $273,961-87.2% |
| Participation rate | 21.4% | 67.4%-45.9pp | 55.1%-33.7pp | 83.0%-61.6pp |
| Annual return | 7.74% | 35.28%-27.5pp | -21.93%+29.7pp | 41.45%-33.7pp |
| Employer contribution / active EE | $182 | $1,783-89.8% | $1,206-84.9% | $4,869-96.3% |
| Participant deferral / active EE | $2,660 | $2,716-2.1% | $1,897+40.2% | $5,287-49.7% |
| Admin fee / account holder | $24 | $3,671-99.3% | $2,697-99.1% | $10,132-99.8% |