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 | $69,047 | $65,703+5.1% | $94,224-26.7% | $59,632+15.8% |
| Participation rate | 51.6% | 72.1%-20.5pp | 78.8%-27.2pp | 68.7%-17.1pp |
| Annual return | -1.31% | 5.22%-6.5pp | 10.68%-12.0pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,827 | $3,143+21.8% | $4,320-11.4% | $3,192+19.9% |
| Admin fee / account holder | $131 | $4,264-96.9% | $6,269-97.9% | $4,297-96.9% |