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 | $61,435 | $65,041-5.5% | $90,951-32.5% | $79,858-23.1% |
| Participation rate | 42.9% | 61.6%-18.7pp | 69.0%-26.2pp | 69.6%-26.8pp |
| Annual return | 32.16% | 30.45%+1.7pp | 134.60%-102.4pp | 31.71%+0.4pp |
| Employer contribution / active EE | $719 | $1,247-42.4% | $2,122-66.1% | $2,471-70.9% |
| Participant deferral / active EE | $1,556 | $2,512-38.1% | $3,373-53.9% | $3,740-58.4% |
| Admin fee / account holder | $213 | $4,536-95.3% | $5,959-96.4% | $5,306-96.0% |