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 | $14,713 | $76,407-80.7% | $150,298-90.2% | $82,448-82.2% |
| Participation rate | 34.5% | 66.4%-31.9pp | 77.8%-43.3pp | 68.1%-33.6pp |
| Annual return | 22.47% | 39.99%-17.5pp | 62.79%-40.3pp | 41.64%-19.2pp |
| Employer contribution / active EE | $622 | $2,614-76.2% | $4,154-85.0% | $2,551-75.6% |
| Participant deferral / active EE | $975 | $3,214-69.7% | $5,453-82.1% | $4,139-76.4% |
| Admin fee / account holder | $32 | $6,352-99.5% | $14,116-99.8% | $7,234-99.6% |