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 5-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 | $19,747 | $46,553-57.6% | $64,056-69.2% | $75,163-73.7% |
| Participation rate | 55.8% | 65.9%-10.1pp | 72.3%-16.5pp | 67.2%-11.4pp |
| Annual return | 139.87% | 26.03%+113.8pp | 33.69%+106.2pp | 160.62%-20.7pp |
| Employer contribution / active EE | $1,085 | $1,974-45.0% | $2,747-60.5% | $2,670-59.4% |
| Participant deferral / active EE | $3,519 | $2,837+24.0% | $3,880-9.3% | $4,125-14.7% |
| Admin fee / account holder | $159 | $2,952-94.6% | $3,068-94.8% | $5,651-97.2% |