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 | $94,362 | $77,813+21.3% | $123,544-23.6% | $64,186+47.0% |
| Participation rate | 65.4% | 74.7%-9.3pp | 82.3%-16.9pp | 69.6%-4.2pp |
| Annual return | -7.35% | 12.48%-19.8pp | 119.20%-126.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $2,148 | $3,014-28.7% | $4,628-53.6% | $2,381-9.8% |
| Participant deferral / active EE | $5,655 | $5,240+7.9% | $6,426-12.0% | $3,470+63.0% |
| Admin fee / account holder | $215 | $5,519-96.1% | $9,284-97.7% | $4,888-95.6% |