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 | $104,381 | $77,813+34.1% | $123,544-15.5% | $64,186+62.6% |
| Participation rate | 64.0% | 74.7%-10.7pp | 82.3%-18.3pp | 69.6%-5.6pp |
| Annual return | -1.66% | 12.48%-14.1pp | 119.20%-120.9pp | 7.63%-9.3pp |
| Employer contribution / active EE | $898 | $3,014-70.2% | $4,628-80.6% | $2,381-62.3% |
| Participant deferral / active EE | $2,411 | $5,240-54.0% | $6,426-62.5% | $3,470-30.5% |
| Admin fee / account holder | $104 | $5,519-98.1% | $9,284-98.9% | $4,888-97.9% |