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 5-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 | $19,254 | $61,605-68.7% | $112,229-82.8% | $75,163-74.4% |
| Participation rate | 26.9% | 61.7%-34.8pp | 72.4%-45.5pp | 67.2%-40.3pp |
| Annual return | 24.06% | 28.47%-4.4pp | 30.20%-6.1pp | 160.62%-136.6pp |
| Employer contribution / active EE | $786 | $2,015-61.0% | $3,430-77.1% | $2,670-70.6% |
| Participant deferral / active EE | $1,537 | $3,108-50.5% | $4,798-68.0% | $4,125-62.7% |
| Admin fee / account holder | $199 | $4,862-95.9% | $7,748-97.4% | $5,651-96.5% |