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 | $38,677 | $65,365-40.8% | $92,893-58.4% | $72,985-47.0% |
| Participation rate | 51.6% | 68.3%-16.7pp | 76.0%-24.4pp | 69.5%-17.9pp |
| Annual return | 31.19% | 42.10%-10.9pp | 109.41%-78.2pp | 81.00%-49.8pp |
| Employer contribution / active EE | $1,578 | $2,594-39.2% | $3,653-56.8% | $2,440-35.3% |
| Participant deferral / active EE | $4,890 | $3,128+56.3% | $4,236+15.4% | $3,607+35.6% |
| Admin fee / account holder | $4 | $4,251-99.9% | $5,794-99.9% | $5,124-99.9% |