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 | $95,671 | $67,411+41.9% | $91,001+5.1% | $70,131+36.4% |
| Participation rate | 63.6% | 71.4%-7.7pp | 75.6%-12.0pp | 69.5%-5.9pp |
| Annual return | 22.25% | -40.16%+62.4pp | 4.60%+17.7pp | 73.14%-50.9pp |
| Employer contribution / active EE | $2,789 | $1,786+56.1% | $2,456+13.6% | $2,342+19.0% |
| Participant deferral / active EE | $4,659 | $2,823+65.0% | $3,547+31.3% | $3,332+39.8% |
| Admin fee / account holder | $100 | $4,236-97.6% | $5,417-98.2% | $4,645-97.8% |