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 | $84,068 | $107,015-21.4% | $73,545+14.3% | $147,584-43.0% |
| Participation rate | 60.0% | 66.4%-6.4pp | 54.9%+5.1pp | 82.8%-22.8pp |
| Annual return | 17.91% | 38.25%-20.3pp | -15.16%+33.1pp | 578.55%-560.6pp |
| Employer contribution / active EE | $1,793 | $1,760+1.9% | $1,219+47.1% | $4,876-63.2% |
| Participant deferral / active EE | $5,871 | $2,462+138.5% | $1,806+225.1% | $5,439+7.9% |
| Admin fee / account holder | $20 | $3,055-99.4% | $2,320-99.1% | $10,885-99.8% |