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 6-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 | $34,694 | $81,460-57.4% | $103,333-66.4% | $80,856-57.1% |
| Participation rate | 63.3% | 66.8%-3.5pp | 74.5%-11.2pp | 67.6%-4.3pp |
| Annual return | 20.14% | 25.55%-5.4pp | 24.88%-4.7pp | 35.59%-15.4pp |
| Employer contribution / active EE | $1,460 | $3,105-53.0% | $3,868-62.3% | $2,755-47.0% |
| Participant deferral / active EE | $2,960 | $3,869-23.5% | $5,057-41.5% | $4,296-31.1% |
| Admin fee / account holder | $173 | $6,566-97.4% | $8,355-97.9% | $6,918-97.5% |