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 | $116,569 | $107,791+8.1% | $90,645+28.6% | $135,375-13.9% |
| Participation rate | 42.9% | 78.0%-35.2pp | 74.0%-31.2pp | 82.6%-39.8pp |
| Annual return | -8.24% | -0.90%-7.3pp | 1.88%-10.1pp | 519.73%-528.0pp |
| Employer contribution / active EE | $776 | $3,018-74.3% | $2,532-69.3% | $4,779-83.8% |
| Participant deferral / active EE | $1,402 | $3,872-63.8% | $3,425-59.1% | $5,609-75.0% |
| Admin fee / account holder | $205 | $5,930-96.5% | $4,994-95.9% | $10,827-98.1% |