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 | $50,382 | $72,277-30.3% | $101,248-50.2% | $79,858-36.9% |
| Participation rate | 60.4% | 68.5%-8.0pp | 75.8%-15.4pp | 69.6%-9.2pp |
| Annual return | 19.85% | 22.30%-2.4pp | 46.47%-26.6pp | 31.71%-11.9pp |
| Employer contribution / active EE | $1,167 | $2,692-56.6% | $3,660-68.1% | $2,471-52.8% |
| Participant deferral / active EE | $2,448 | $3,282-25.4% | $4,370-44.0% | $3,740-34.5% |
| Admin fee / account holder | $233 | $4,400-94.7% | $5,945-96.1% | $5,306-95.6% |