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 | $68,738 | $45,863+49.9% | $77,024-10.8% | $68,494+0.4% |
| Participation rate | 63.6% | 55.9%+7.7pp | 67.9%-4.3pp | 67.9%-4.3pp |
| Annual return | -17.59% | 1.72%-19.3pp | 42.32%-59.9pp | -7.84%-9.7pp |
| Employer contribution / active EE | $3,475 | $1,650+110.7% | $2,812+23.6% | $2,596+33.9% |
| Participant deferral / active EE | $3,531 | $2,962+19.2% | $4,426-20.2% | $4,027-12.3% |
| Admin fee / account holder | -$14 | $3,041-100.5% | $5,425-100.3% | $5,403-100.3% |