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 | $40,795 | $58,208-29.9% | $81,812-50.1% | $80,856-49.5% |
| Participation rate | 61.7% | 63.4%-1.7pp | 72.3%-10.7pp | 67.6%-6.0pp |
| Annual return | 12.45% | 41.66%-29.2pp | 773.79%-761.3pp | 35.59%-23.1pp |
| Employer contribution / active EE | $618 | $2,340-73.6% | $2,912-78.8% | $2,755-77.6% |
| Participant deferral / active EE | $1,722 | $3,281-47.5% | $4,319-60.1% | $4,296-59.9% |
| Admin fee / account holder | $0 | $4,981-100.0% | $7,386-100.0% | $6,918-100.0% |