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 | $51,369 | $40,256+27.6% | $57,343-10.4% | $59,632-13.9% |
| Participation rate | 37.2% | 69.2%-32.0pp | 75.1%-37.9pp | 68.7%-31.5pp |
| Annual return | 1.09% | 27.49%-26.4pp | 24.39%-23.3pp | 2041.28%-2040.2pp |
| Employer contribution / active EE | $1,375 | $1,922-28.5% | $2,689-48.9% | $2,203-37.6% |
| Participant deferral / active EE | $1,738 | $2,399-27.6% | $3,162-45.0% | $3,192-45.5% |
| Admin fee / account holder | $57 | $2,818-98.0% | $3,356-98.3% | $4,297-98.7% |