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 | $101,690 | $87,540+16.2% | $75,781+34.2% | $125,391-18.9% |
| Participation rate | 57.1% | 80.2%-23.0pp | 75.8%-18.7pp | 83.2%-26.0pp |
| Annual return | -1.67% | 13.48%-15.2pp | 9.68%-11.4pp | 282.22%-283.9pp |
| Employer contribution / active EE | $857 | $3,930-78.2% | $3,323-74.2% | $4,866-82.4% |
| Participant deferral / active EE | $2,354 | $4,229-44.3% | $3,651-35.5% | $5,352-56.0% |
| Admin fee / account holder | $222 | $6,502-96.6% | $5,299-95.8% | $9,540-97.7% |