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 6-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 | $21,849 | $72,277-69.8% | $101,248-78.4% | $79,858-72.6% |
| Participation rate | 64.5% | 68.5%-3.9pp | 75.8%-11.3pp | 69.6%-5.1pp |
| Annual return | 19.89% | 22.30%-2.4pp | 46.47%-26.6pp | 31.71%-11.8pp |
| Employer contribution / active EE | $1,545 | $2,692-42.6% | $3,660-57.8% | $2,471-37.5% |
| Participant deferral / active EE | $2,524 | $3,282-23.1% | $4,370-42.3% | $3,740-32.5% |
| Admin fee / account holder | $18 | $4,400-99.6% | $5,945-99.7% | $5,306-99.7% |