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 | $29,136 | $106,749-72.7% | $145,433-80.0% | $82,448-64.7% |
| Participation rate | 67.2% | 75.6%-8.4pp | 82.1%-14.9pp | 68.1%-0.8pp |
| Annual return | 16.99% | 27.59%-10.6pp | 66.58%-49.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $932 | $3,444-73.0% | $4,554-79.5% | $2,551-63.5% |
| Participant deferral / active EE | $4,047 | $6,519-37.9% | $7,897-48.8% | $4,139-2.2% |
| Admin fee / account holder | $233 | $8,390-97.2% | $13,129-98.2% | $7,234-96.8% |