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 | $37,834 | $101,069-62.6% | $81,478-53.6% | $147,584-74.4% |
| Participation rate | 53.8% | 74.5%-20.6pp | 68.0%-14.1pp | 82.8%-29.0pp |
| Annual return | 18.86% | 32.40%-13.5pp | 38.78%-19.9pp | 578.55%-559.7pp |
| Employer contribution / active EE | $2,186 | $3,205-31.8% | $2,568-14.9% | $4,876-55.2% |
| Participant deferral / active EE | $7,095 | $4,242+67.3% | $3,537+100.6% | $5,439+30.5% |
| Admin fee / account holder | $224 | $5,812-96.1% | $4,561-95.1% | $10,885-97.9% |