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 | $19,230 | $81,248-76.3% | $155,509-87.6% | $80,856-76.2% |
| Participation rate | 35.7% | 66.2%-30.5pp | 78.2%-42.5pp | 67.6%-31.9pp |
| Annual return | 10.82% | 33.31%-22.5pp | 64.67%-53.9pp | 35.59%-24.8pp |
| Employer contribution / active EE | $766 | $3,100-75.3% | $4,672-83.6% | $2,755-72.2% |
| Participant deferral / active EE | $2,265 | $3,452-34.4% | $5,626-59.7% | $4,296-47.3% |
| Admin fee / account holder | $0 | $7,997-100.0% | $15,912-100.0% | $6,918-100.0% |