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 | $57,751 | $95,803-39.7% | $113,168-49.0% | $84,808-31.9% |
| Participation rate | 43.3% | 72.9%-29.5pp | 76.6%-33.2pp | 68.3%-25.0pp |
| Annual return | 13.41% | 25.00%-11.6pp | 24.27%-10.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $1,296 | $2,360-45.1% | $2,975-56.4% | $2,631-50.7% |
| Participant deferral / active EE | $3,640 | $4,242-14.2% | $5,107-28.7% | $4,212-13.6% |
| Admin fee / account holder | $0 | $8,989-100.0% | $12,068-100.0% | $7,344-100.0% |