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 | $71,599 | $77,813-8.0% | $123,544-42.0% | $64,186+11.6% |
| Participation rate | 67.9% | 74.7%-6.9pp | 82.3%-14.4pp | 69.6%-1.7pp |
| Annual return | -6.94% | 12.48%-19.4pp | 119.20%-126.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $611 | $3,014-79.7% | $4,628-86.8% | $2,381-74.3% |
| Participant deferral / active EE | $3,863 | $5,240-26.3% | $6,426-39.9% | $3,470+11.3% |
| Admin fee / account holder | $139 | $5,519-97.5% | $9,284-98.5% | $4,888-97.2% |