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 | $30,502 | $48,076-36.6% | $78,689-61.2% | $62,891-51.5% |
| Participation rate | 64.4% | 65.2%-0.8pp | 73.6%-9.2pp | 69.3%-4.9pp |
| Annual return | 5.00% | 31.35%-26.4pp | 62.18%-57.2pp | 20.14%-15.1pp |
| Employer contribution / active EE | $332 | $2,015-83.5% | $2,851-88.4% | $2,281-85.5% |
| Participant deferral / active EE | $1,730 | $2,588-33.1% | $3,517-50.8% | $3,203-46.0% |
| Admin fee / account holder | $232 | $3,207-92.8% | $4,510-94.9% | $4,296-94.6% |