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 9-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 | $29,363 | $57,828-49.2% | $117,039-74.9% | $70,131-58.1% |
| Participation rate | 69.0% | 67.1%+1.8pp | 77.2%-8.2pp | 69.5%-0.6pp |
| Annual return | 0.00% | 17.55%-17.6pp | 18.95%-18.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,722 | $1,816-5.2% | $3,785-54.5% | $2,342-26.5% |
| Participant deferral / active EE | $4,524 | $2,438+85.6% | $3,929+15.1% | $3,332+35.8% |
| Admin fee / account holder | $31 | $3,548-99.1% | $5,974-99.5% | $4,645-99.3% |