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 3-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 | $31,247 | $90,503-65.5% | $78,689-60.3% | $273,961-88.6% |
| Participation rate | 42.9% | 76.5%-33.7pp | 73.6%-30.7pp | 83.0%-40.2pp |
| Annual return | 8.69% | 75.60%-66.9pp | 62.18%-53.5pp | 41.45%-32.8pp |
| Employer contribution / active EE | $540 | $3,176-83.0% | $2,851-81.1% | $4,869-88.9% |
| Participant deferral / active EE | $4,106 | $3,901+5.2% | $3,517+16.7% | $5,287-22.3% |
| Admin fee / account holder | $6 | $5,263-99.9% | $4,510-99.9% | $10,132-99.9% |