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 5-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 | $44,779 | $115,770-61.3% | $101,248-55.8% | $158,922-71.8% |
| Participation rate | 25.0% | 79.4%-54.4pp | 75.8%-50.8pp | 82.0%-57.0pp |
| Annual return | 32.69% | 56.14%-23.4pp | 46.47%-13.8pp | 302.83%-270.1pp |
| Employer contribution / active EE | $1,068 | $4,175-74.4% | $3,660-70.8% | $4,761-77.6% |
| Participant deferral / active EE | $3,313 | $4,957-33.2% | $4,370-24.2% | $5,982-44.6% |
| Admin fee / account holder | $233 | $7,245-96.8% | $5,945-96.1% | $11,246-97.9% |