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 9-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 | $74,931 | $54,229+38.2% | $70,092+6.9% | $68,494+9.4% |
| Participation rate | 52.9% | 64.5%-11.5pp | 70.5%-17.5pp | 67.9%-14.9pp |
| Annual return | -4.04% | -13.87%+9.8pp | 190.73%-194.8pp | -7.84%+3.8pp |
| Employer contribution / active EE | $591 | $2,018-70.7% | $2,559-76.9% | $2,596-77.2% |
| Participant deferral / active EE | $1,585 | $2,956-46.4% | $3,849-58.8% | $4,027-60.6% |
| Admin fee / account holder | $269 | $4,694-94.3% | $6,267-95.7% | $5,403-95.0% |