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 | $70,618 | $65,365+8.0% | $92,893-24.0% | $72,985-3.2% |
| Participation rate | 42.6% | 68.3%-25.7pp | 76.0%-33.4pp | 69.5%-26.9pp |
| Annual return | 24.20% | 42.10%-17.9pp | 109.41%-85.2pp | 81.00%-56.8pp |
| Employer contribution / active EE | $1,459 | $2,594-43.7% | $3,653-60.0% | $2,440-40.2% |
| Participant deferral / active EE | $4,045 | $3,128+29.3% | $4,236-4.5% | $3,607+12.1% |
| Admin fee / account holder | $61 | $4,251-98.6% | $5,794-99.0% | $5,124-98.8% |