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 | $74,981 | $57,354+30.7% | $83,848-10.6% | $64,186+16.8% |
| Participation rate | 34.9% | 68.6%-33.7pp | 76.1%-41.2pp | 69.6%-34.6pp |
| Annual return | -7.71% | 11.38%-19.1pp | 850.88%-858.6pp | 7.63%-15.3pp |
| Employer contribution / active EE | $989 | $2,545-61.1% | $3,631-72.8% | $2,381-58.4% |
| Participant deferral / active EE | $1,773 | $2,993-40.8% | $4,082-56.6% | $3,470-48.9% |
| Admin fee / account holder | $70 | $4,046-98.3% | $5,478-98.7% | $4,888-98.6% |