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 | $29,943 | $78,520-61.9% | $96,576-69.0% | $82,448-63.7% |
| Participation rate | 61.3% | 77.7%-16.4pp | 81.4%-20.2pp | 68.1%-6.8pp |
| Annual return | 25.86% | 41.30%-15.4pp | 38.47%-12.6pp | 41.64%-15.8pp |
| Employer contribution / active EE | $2,540 | $2,630-3.4% | $3,553-28.5% | $2,551-0.4% |
| Participant deferral / active EE | $8,062 | $6,754+19.4% | $7,956+1.3% | $4,139+94.8% |
| Admin fee / account holder | $96 | $13,455-99.3% | $11,381-99.2% | $7,234-98.7% |