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 | $67,025 | $81,248-17.5% | $155,509-56.9% | $80,856-17.1% |
| Participation rate | 60.5% | 66.2%-5.8pp | 78.2%-17.7pp | 67.6%-7.2pp |
| Annual return | 23.28% | 33.31%-10.0pp | 64.67%-41.4pp | 35.59%-12.3pp |
| Employer contribution / active EE | $1,710 | $3,100-44.8% | $4,672-63.4% | $2,755-37.9% |
| Participant deferral / active EE | $2,904 | $3,452-15.9% | $5,626-48.4% | $4,296-32.4% |
| Admin fee / account holder | $64 | $7,997-99.2% | $15,912-99.6% | $6,918-99.1% |