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 | $20,531 | $71,050-71.1% | $93,606-78.1% | $80,856-74.6% |
| Participation rate | 61.8% | 60.4%+1.4pp | 68.7%-7.0pp | 67.6%-5.9pp |
| Annual return | 22.93% | 11.26%+11.7pp | 133.20%-110.3pp | 35.59%-12.7pp |
| Employer contribution / active EE | $1,621 | $1,564+3.6% | $2,420-33.0% | $2,755-41.2% |
| Participant deferral / active EE | $2,741 | $4,034-32.0% | $4,411-37.9% | $4,296-36.2% |
| Admin fee / account holder | $49 | $6,945-99.3% | $8,285-99.4% | $6,918-99.3% |