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 | $19,301 | $105,126-81.6% | $94,646-79.6% | $139,434-86.2% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 23.43% | 38.03%-14.6pp | 156.71%-133.3pp | 372.94%-349.5pp |
| Employer contribution / active EE | $1,346 | $4,106-67.2% | $3,672-63.4% | $4,751-71.7% |
| Participant deferral / active EE | $4,197 | $7,599-44.8% | $7,418-43.4% | $6,710-37.4% |
| Admin fee / account holder | $27 | $8,984-99.7% | $7,231-99.6% | $11,403-99.8% |