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 | $21,782 | $61,280-64.5% | $69,780-68.8% | $84,808-74.3% |
| Participation rate | 25.5% | 73.6%-48.1pp | 79.3%-53.8pp | 68.3%-42.8pp |
| Annual return | 24.47% | 12.93%+11.5pp | 26.31%-1.8pp | 40.90%-16.4pp |
| Employer contribution / active EE | $0 | $3,577-100.0% | $4,168-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,735 | $3,756-53.8% | $6,164-71.9% | $4,212-58.8% |
| Admin fee / account holder | $231 | $6,026-96.2% | $7,285-96.8% | $7,344-96.9% |