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 | $21,108 | $48,076-56.1% | $78,689-73.2% | $62,891-66.4% |
| Participation rate | 48.3% | 65.2%-16.9pp | 73.6%-25.3pp | 69.3%-21.0pp |
| Annual return | 10.17% | 31.35%-21.2pp | 62.18%-52.0pp | 20.14%-10.0pp |
| Employer contribution / active EE | $1,557 | $2,015-22.7% | $2,851-45.4% | $2,281-31.7% |
| Participant deferral / active EE | $2,946 | $2,588+13.9% | $3,517-16.2% | $3,203-8.0% |
| Admin fee / account holder | $70 | $3,207-97.8% | $4,510-98.5% | $4,296-98.4% |