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 | $73,285 | $48,076+52.4% | $78,689-6.9% | $62,891+16.5% |
| Participation rate | 68.4% | 65.2%+3.2pp | 73.6%-5.1pp | 69.3%-0.9pp |
| Annual return | 8.21% | 31.35%-23.1pp | 62.18%-54.0pp | 20.14%-11.9pp |
| Employer contribution / active EE | $302 | $2,015-85.0% | $2,851-89.4% | $2,281-86.8% |
| Participant deferral / active EE | $3,021 | $2,588+16.7% | $3,517-14.1% | $3,203-5.7% |
| Admin fee / account holder | $10 | $3,207-99.7% | $4,510-99.8% | $4,296-99.8% |