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 | $43,264 | $41,377+4.6% | $109,313-60.4% | $62,891-31.2% |
| Participation rate | 65.5% | 57.5%+8.0pp | 71.3%-5.7pp | 69.3%-3.8pp |
| Annual return | 11.28% | 11.05%+0.2pp | 22.07%-10.8pp | 20.14%-8.9pp |
| Employer contribution / active EE | $904 | $1,276-29.1% | $3,892-76.8% | $2,281-60.3% |
| Participant deferral / active EE | $1,375 | $2,045-32.8% | $3,166-56.6% | $3,203-57.1% |
| Admin fee / account holder | $16 | $2,884-99.4% | $5,666-99.7% | $4,296-99.6% |