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 | $86,922-20.5% | $102,438-32.6% | $80,874-14.6% |
| Participation rate | 41.9% | 72.4%-30.4pp | 76.5%-34.6pp | 67.6%-25.7pp |
| Annual return | 13.30% | 18.90%-5.6pp | 29.37%-16.1pp | 35.62%-22.3pp |
| Employer contribution / active EE | $979 | $2,369-58.7% | $3,024-67.6% | $2,756-64.5% |
| Participant deferral / active EE | $1,858 | $4,119-54.9% | $5,054-63.2% | $4,297-56.8% |
| Admin fee / account holder | $268 | $8,050-96.7% | $9,448-97.2% | $6,935-96.1% |