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 | $74,108 | $56,357+31.5% | $104,294-28.9% | $68,494+8.2% |
| Participation rate | 64.4% | 63.3%+1.2pp | 73.3%-8.8pp | 67.9%-3.4pp |
| Annual return | -16.08% | -9.19%-6.9pp | 24.61%-40.7pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,310 | $1,960-33.2% | $3,372-61.1% | $2,596-49.5% |
| Participant deferral / active EE | $2,344 | $3,077-23.8% | $4,625-49.3% | $4,027-41.8% |
| Admin fee / account holder | $6 | $4,903-99.9% | $7,339-99.9% | $5,403-99.9% |