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 | $26,068 | $71,050-63.3% | $93,606-72.2% | $80,856-67.8% |
| Participation rate | 42.9% | 60.4%-17.6pp | 68.7%-25.9pp | 67.6%-24.8pp |
| Annual return | 15.93% | 11.26%+4.7pp | 133.20%-117.3pp | 35.59%-19.7pp |
| Employer contribution / active EE | $1,285 | $1,564-17.8% | $2,420-46.9% | $2,755-53.4% |
| Participant deferral / active EE | $3,300 | $4,034-18.2% | $4,411-25.2% | $4,296-23.2% |
| Admin fee / account holder | $143 | $6,945-97.9% | $8,285-98.3% | $6,918-97.9% |