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 3-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 | $68,300 | $74,927-8.8% | $101,794-32.9% | $84,808-19.5% |
| Participation rate | 10.0% | 61.4%-51.4pp | 69.2%-59.2pp | 68.3%-58.3pp |
| Annual return | 27.15% | 18.70%+8.4pp | 30.53%-3.4pp | 40.90%-13.7pp |
| Employer contribution / active EE | $704 | $1,522-53.7% | $2,289-69.2% | $2,631-73.2% |
| Participant deferral / active EE | $3,772 | $3,099+21.7% | $4,084-7.6% | $4,212-10.4% |
| Admin fee / account holder | $261 | $6,514-96.0% | $8,777-97.0% | $7,344-96.4% |