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 | $52,055 | $43,723+19.1% | $121,196-57.0% | $64,186-18.9% |
| Participation rate | 61.0% | 58.3%+2.7pp | 71.7%-10.8pp | 69.6%-8.6pp |
| Annual return | -6.11% | 68.91%-75.0pp | 16.93%-23.0pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,305 | $1,296+0.7% | $4,022-67.6% | $2,381-45.2% |
| Participant deferral / active EE | $2,385 | $2,280+4.6% | $3,344-28.7% | $3,470-31.3% |
| Admin fee / account holder | $102 | $3,501-97.1% | $5,019-98.0% | $4,888-97.9% |