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 | $38,785 | $86,929-55.4% | $102,423-62.1% | $80,856-52.0% |
| Participation rate | 62.1% | 72.4%-10.3pp | 76.5%-14.4pp | 67.6%-5.6pp |
| Annual return | 13.21% | 18.88%-5.7pp | 29.32%-16.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,385 | $2,369-41.5% | $3,023-54.2% | $2,755-49.7% |
| Participant deferral / active EE | $5,657 | $4,118+37.4% | $5,053+12.0% | $4,296+31.7% |
| Admin fee / account holder | $148 | $8,049-98.2% | $9,451-98.4% | $6,918-97.9% |