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 | $68,554 | $77,813-11.9% | $123,544-44.5% | $64,186+6.8% |
| Participation rate | 64.5% | 74.7%-10.2pp | 82.3%-17.8pp | 69.6%-5.1pp |
| Annual return | -8.10% | 12.48%-20.6pp | 119.20%-127.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $3,040 | $3,014+0.9% | $4,628-34.3% | $2,381+27.7% |
| Participant deferral / active EE | $6,254 | $5,240+19.3% | $6,426-2.7% | $3,470+80.2% |
| Admin fee / account holder | $243 | $5,519-95.6% | $9,284-97.4% | $4,888-95.0% |