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 | $50,587 | $69,977-27.7% | $108,579-53.4% | $62,891-19.6% |
| Participation rate | 64.3% | 72.9%-8.6pp | 79.6%-15.3pp | 69.3%-5.0pp |
| Annual return | 9.20% | 10.73%-1.5pp | -51.70%+60.9pp | 20.14%-10.9pp |
| Employer contribution / active EE | $1,140 | $2,135-46.6% | $3,758-69.7% | $2,281-50.0% |
| Participant deferral / active EE | $2,045 | $3,165-35.4% | $4,311-52.6% | $3,203-36.2% |
| Admin fee / account holder | $265 | $5,076-94.8% | $7,645-96.5% | $4,296-93.8% |