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 | $31,630 | $56,054-43.6% | $171,082-81.5% | $62,891-49.7% |
| Participation rate | 66.7% | 62.9%+3.8pp | 76.7%-10.0pp | 69.3%-2.6pp |
| Annual return | 6.70% | 22.52%-15.8pp | 32.56%-25.9pp | 20.14%-13.4pp |
| Employer contribution / active EE | $892 | $1,731-48.5% | $4,002-77.7% | $2,281-60.9% |
| Participant deferral / active EE | $2,239 | $3,158-29.1% | $4,797-53.3% | $3,203-30.1% |
| Admin fee / account holder | $257 | $3,647-92.9% | $8,520-97.0% | $4,296-94.0% |