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 | $82,208 | $69,977+17.5% | $108,579-24.3% | $62,891+30.7% |
| Participation rate | 60.0% | 72.9%-12.9pp | 79.6%-19.6pp | 69.3%-9.3pp |
| Annual return | 6.63% | 10.73%-4.1pp | -51.70%+58.3pp | 20.14%-13.5pp |
| Employer contribution / active EE | $474 | $2,135-77.8% | $3,758-87.4% | $2,281-79.2% |
| Participant deferral / active EE | $5,021 | $3,165+58.6% | $4,311+16.5% | $3,203+56.8% |
| Admin fee / account holder | $40 | $5,076-99.2% | $7,645-99.5% | $4,296-99.1% |