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 | $68,956 | $45,438+51.8% | $80,004-13.8% | $59,632+15.6% |
| Participation rate | 34.4% | 63.7%-29.4pp | 73.0%-38.6pp | 68.7%-34.3pp |
| Annual return | -1.82% | 5.10%-6.9pp | 7.63%-9.5pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $913 | $1,236-26.1% | $2,473-63.1% | $2,203-58.5% |
| Participant deferral / active EE | $2,103 | $2,231-5.7% | $3,204-34.3% | $3,192-34.1% |
| Admin fee / account holder | $0 | $3,464-100.0% | $5,033-100.0% | $4,297-100.0% |