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 | $22,121 | $39,019-43.3% | $80,716-72.6% | $85,850-74.2% |
| Participation rate | 60.0% | 41.5%+18.5pp | 54.2%+5.8pp | 69.3%-9.3pp |
| Annual return | 15.91% | 26.27%-10.4pp | 87.28%-71.4pp | 318.53%-302.6pp |
| Employer contribution / active EE | $676 | $722-6.4% | $1,160-41.7% | $2,565-73.6% |
| Participant deferral / active EE | $1,222 | $1,326-7.8% | $2,146-43.1% | $3,952-69.1% |
| Admin fee / account holder | $16 | $2,431-99.3% | $3,380-99.5% | $6,260-99.7% |