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 3-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 | $19,135 | $60,022-68.1% | $88,946-78.5% | $84,808-77.4% |
| Participation rate | 30.6% | 57.8%-27.3pp | 68.8%-38.3pp | 68.3%-37.8pp |
| Annual return | 15.99% | 22.43%-6.4pp | 57.82%-41.8pp | 40.90%-24.9pp |
| Employer contribution / active EE | $941 | $1,703-44.8% | $2,555-63.2% | $2,631-64.2% |
| Participant deferral / active EE | $1,953 | $3,114-37.3% | $4,581-57.4% | $4,212-53.6% |
| Admin fee / account holder | $64 | $4,811-98.7% | $8,261-99.2% | $7,344-99.1% |