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 | $46,623 | $58,828-20.7% | $77,999-40.2% | $62,891-25.9% |
| Participation rate | 36.7% | 71.1%-34.4pp | 75.5%-38.9pp | 69.3%-32.6pp |
| Annual return | 7.42% | 17.16%-9.7pp | 425.96%-418.5pp | 20.14%-12.7pp |
| Employer contribution / active EE | $474 | $1,672-71.6% | $2,470-80.8% | $2,281-79.2% |
| Participant deferral / active EE | $1,272 | $2,686-52.6% | $3,497-63.6% | $3,203-60.3% |
| Admin fee / account holder | $114 | $4,393-97.4% | $5,480-97.9% | $4,296-97.3% |