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 | $57,748 | $57,016+1.3% | $84,966-32.0% | $80,856-28.6% |
| Participation rate | 51.6% | 56.3%-4.7pp | 67.5%-15.9pp | 67.6%-16.0pp |
| Annual return | 12.36% | 21.66%-9.3pp | 66.38%-54.0pp | 35.59%-23.2pp |
| Employer contribution / active EE | $936 | $1,798-47.9% | $2,727-65.7% | $2,755-66.0% |
| Participant deferral / active EE | $2,828 | $3,110-9.1% | $4,519-37.4% | $4,296-34.2% |
| Admin fee / account holder | $177 | $4,980-96.4% | $6,149-97.1% | $6,918-97.4% |