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 | $17,560 | $57,057-69.2% | $85,009-79.3% | $80,874-78.3% |
| Participation rate | 24.0% | 56.4%-32.4pp | 67.5%-43.5pp | 67.6%-43.6pp |
| Annual return | 15.30% | 21.66%-6.4pp | 66.47%-51.2pp | 35.62%-20.3pp |
| Employer contribution / active EE | $546 | $1,799-69.6% | $2,728-80.0% | $2,756-80.2% |
| Participant deferral / active EE | $1,823 | $3,112-41.4% | $4,522-59.7% | $4,297-57.6% |
| Admin fee / account holder | $26 | $4,986-99.5% | $6,153-99.6% | $6,935-99.6% |