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 | $87,113 | $95,193-8.5% | $76,523+13.8% | $135,375-35.7% |
| Participation rate | 5.0% | 74.4%-69.4pp | 68.0%-63.0pp | 82.6%-77.6pp |
| Annual return | 1.94% | 4.85%-2.9pp | -0.27%+2.2pp | 519.73%-517.8pp |
| Employer contribution / active EE | $156 | $3,302-95.3% | $2,647-94.1% | $4,779-96.7% |
| Participant deferral / active EE | $975 | $4,639-79.0% | $3,835-74.6% | $5,609-82.6% |
| Admin fee / account holder | $46 | $6,249-99.3% | $4,848-99.1% | $10,827-99.6% |