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 | $58,851 | $86,922-32.3% | $102,438-42.5% | $80,874-27.2% |
| Participation rate | 60.7% | 72.4%-11.7pp | 76.5%-15.8pp | 67.6%-7.0pp |
| Annual return | 14.87% | 18.90%-4.0pp | 29.37%-14.5pp | 35.62%-20.8pp |
| Employer contribution / active EE | $736 | $2,369-68.9% | $3,024-75.6% | $2,756-73.3% |
| Participant deferral / active EE | $2,217 | $4,119-46.2% | $5,054-56.1% | $4,297-48.4% |
| Admin fee / account holder | $208 | $8,050-97.4% | $9,448-97.8% | $6,935-97.0% |