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 | $68,916 | $45,438+51.7% | $80,004-13.9% | $59,632+15.6% |
| Participation rate | 53.8% | 63.7%-9.9pp | 73.0%-19.2pp | 68.7%-14.8pp |
| Annual return | -0.70% | 5.10%-5.8pp | 7.63%-8.3pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $286 | $1,236-76.8% | $2,473-88.4% | $2,203-87.0% |
| Participant deferral / active EE | $3,084 | $2,231+38.2% | $3,204-3.7% | $3,192-3.4% |
| Admin fee / account holder | $64 | $3,464-98.2% | $5,033-98.7% | $4,297-98.5% |