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 | $69,079 | $86,929-20.5% | $102,423-32.6% | $80,856-14.6% |
| Participation rate | 41.9% | 72.4%-30.4pp | 76.5%-34.6pp | 67.6%-25.7pp |
| Annual return | 13.30% | 18.88%-5.6pp | 29.32%-16.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $979 | $2,369-58.7% | $3,023-67.6% | $2,755-64.5% |
| Participant deferral / active EE | $1,858 | $4,118-54.9% | $5,053-63.2% | $4,296-56.8% |
| Admin fee / account holder | $268 | $8,049-96.7% | $9,451-97.2% | $6,918-96.1% |