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 | $43,710 | $73,787-40.8% | $98,716-55.7% | $82,448-47.0% |
| Participation rate | 47.4% | 61.4%-14.0pp | 69.3%-21.9pp | 68.1%-20.7pp |
| Annual return | 17.09% | 18.57%-1.5pp | 31.81%-14.7pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,151 | $1,511-23.9% | $2,279-49.5% | $2,551-54.9% |
| Participant deferral / active EE | $3,477 | $3,081+12.8% | $4,048-14.1% | $4,139-16.0% |
| Admin fee / account holder | $182 | $6,500-97.2% | $8,703-97.9% | $7,234-97.5% |