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 6-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 | $76,102 | $59,805+27.3% | $79,550-4.3% | $68,494+11.1% |
| Participation rate | 62.9% | 61.1%+1.8pp | 69.5%-6.6pp | 67.9%-5.0pp |
| Annual return | -17.54% | -12.30%-5.2pp | 0.16%-17.7pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,387 | $1,505-7.9% | $2,413-42.5% | $2,596-46.6% |
| Participant deferral / active EE | $4,580 | $3,024+51.4% | $3,985+14.9% | $4,027+13.7% |
| Admin fee / account holder | $6 | $4,835-99.9% | $6,832-99.9% | $5,403-99.9% |