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 | $90,238 | $53,596+68.4% | $90,645-0.4% | $64,186+40.6% |
| Participation rate | 41.7% | 64.5%-22.8pp | 74.0%-32.4pp | 69.6%-27.9pp |
| Annual return | -7.24% | 4.41%-11.7pp | 1.88%-9.1pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,230 | $1,503-18.1% | $2,532-51.4% | $2,381-48.3% |
| Participant deferral / active EE | $3,350 | $2,459+36.3% | $3,425-2.2% | $3,470-3.4% |
| Admin fee / account holder | $0 | $3,868-100.0% | $4,994-100.0% | $4,888-100.0% |