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 | $21,593 | $48,046-55.1% | $84,611-74.5% | $72,985-70.4% |
| Participation rate | 61.8% | 57.6%+4.2pp | 68.2%-6.4pp | 69.5%-7.7pp |
| Annual return | 24.64% | 37.38%-12.7pp | 258.74%-234.1pp | 81.00%-56.4pp |
| Employer contribution / active EE | $1,461 | $1,602-8.8% | $2,652-44.9% | $2,440-40.1% |
| Participant deferral / active EE | $2,373 | $2,680-11.5% | $3,899-39.1% | $3,607-34.2% |
| Admin fee / account holder | $12 | $3,395-99.6% | $4,912-99.8% | $5,124-99.8% |