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 | $72,445 | $88,707-18.3% | $74,183-2.3% | $273,961-73.6% |
| Participation rate | 41.7% | 79.4%-37.8pp | 76.6%-35.0pp | 83.0%-41.3pp |
| Annual return | 43.00% | 11.94%+31.1pp | 17.74%+25.3pp | 41.45%+1.5pp |
| Employer contribution / active EE | $946 | $3,159-70.1% | $2,370-60.1% | $4,869-80.6% |
| Participant deferral / active EE | $3,102 | $4,212-26.4% | $3,550-12.6% | $5,287-41.3% |
| Admin fee / account holder | $44 | $8,717-99.5% | $5,586-99.2% | $10,132-99.6% |