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 | $77,706 | $64,707+20.1% | $112,228-30.8% | $68,494+13.4% |
| Participation rate | 57.7% | 67.2%-9.5pp | 75.1%-17.4pp | 67.9%-10.2pp |
| Annual return | -15.03% | -11.40%-3.6pp | 27.45%-42.5pp | -7.84%-7.2pp |
| Employer contribution / active EE | $1,995 | $2,746-27.3% | $3,635-45.1% | $2,596-23.2% |
| Participant deferral / active EE | $3,776 | $3,565+5.9% | $4,728-20.1% | $4,027-6.2% |
| Admin fee / account holder | $140 | $5,232-97.3% | $6,410-97.8% | $5,403-97.4% |