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 | $73,274 | $77,813-5.8% | $123,544-40.7% | $64,186+14.2% |
| Participation rate | 65.4% | 74.7%-9.3pp | 82.3%-16.9pp | 69.6%-4.2pp |
| Annual return | -7.21% | 12.48%-19.7pp | 119.20%-126.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $2,544 | $3,014-15.6% | $4,628-45.0% | $2,381+6.9% |
| Participant deferral / active EE | $8,006 | $5,240+52.8% | $6,426+24.6% | $3,470+130.7% |
| Admin fee / account holder | $164 | $5,519-97.0% | $9,284-98.2% | $4,888-96.6% |