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 | $126,079 | $64,707+94.8% | $112,228+12.3% | $68,494+84.1% |
| Participation rate | 69.0% | 67.2%+1.8pp | 75.1%-6.1pp | 67.9%+1.1pp |
| Annual return | -15.69% | -11.40%-4.3pp | 27.45%-43.1pp | -7.84%-7.8pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,159 | $3,565+16.7% | $4,728-12.0% | $4,027+3.3% |
| Admin fee / account holder | $27 | $5,232-99.5% | $6,410-99.6% | $5,403-99.5% |