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 | $99,762 | $52,836+88.8% | $105,738-5.7% | $64,186+55.4% |
| Participation rate | 60.7% | 66.5%-5.8pp | 76.3%-15.6pp | 69.6%-8.9pp |
| Annual return | -6.16% | 14.30%-20.5pp | 6.27%-12.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $747 | $1,827-59.1% | $3,268-77.2% | $2,381-68.6% |
| Participant deferral / active EE | $3,491 | $2,545+37.2% | $4,080-14.4% | $3,470+0.6% |
| Admin fee / account holder | $15 | $3,959-99.6% | $6,913-99.8% | $4,888-99.7% |