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 | $116,377 | $64,707+79.9% | $112,228+3.7% | $68,494+69.9% |
| Participation rate | 60.7% | 67.2%-6.4pp | 75.1%-14.3pp | 67.9%-7.2pp |
| Annual return | -16.55% | -11.40%-5.2pp | 27.45%-44.0pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,110 | $2,746-59.6% | $3,635-69.5% | $2,596-57.3% |
| Participant deferral / active EE | $6,677 | $3,565+87.3% | $4,728+41.2% | $4,027+65.8% |
| Admin fee / account holder | $172 | $5,232-96.7% | $6,410-97.3% | $5,403-96.8% |