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 | $67,297 | $53,596+25.6% | $90,645-25.8% | $64,186+4.8% |
| Participation rate | 32.1% | 64.5%-32.4pp | 74.0%-41.9pp | 69.6%-37.4pp |
| Annual return | -3.22% | 4.41%-7.6pp | 1.88%-5.1pp | 7.63%-10.9pp |
| Employer contribution / active EE | $411 | $1,503-72.7% | $2,532-83.8% | $2,381-82.8% |
| Participant deferral / active EE | $955 | $2,459-61.2% | $3,425-72.1% | $3,470-72.5% |
| Admin fee / account holder | $15 | $3,868-99.6% | $4,994-99.7% | $4,888-99.7% |