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 4-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 | $89,754 | $101,724-11.8% | $164,813-45.5% | $80,856+11.0% |
| Participation rate | 33.3% | 71.8%-38.5pp | 78.6%-45.3pp | 67.6%-34.3pp |
| Annual return | 19.35% | 16.72%+2.6pp | 69.93%-50.6pp | 35.59%-16.2pp |
| Employer contribution / active EE | $1,000 | $2,953-66.1% | $4,341-77.0% | $2,755-63.7% |
| Participant deferral / active EE | $2,734 | $4,477-38.9% | $6,031-54.7% | $4,296-36.4% |
| Admin fee / account holder | $103 | $8,227-98.7% | $12,690-99.2% | $6,918-98.5% |