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 | $78,614 | $50,958+54.3% | $74,550+5.5% | $64,186+22.5% |
| Participation rate | 66.1% | 61.1%+5.0pp | 69.1%-3.1pp | 69.6%-3.5pp |
| Annual return | -7.45% | -1.86%-5.6pp | 32.53%-40.0pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,613 | $1,115+44.6% | $1,961-17.8% | $2,381-32.3% |
| Participant deferral / active EE | $3,259 | $2,301+41.6% | $3,108+4.9% | $3,470-6.1% |
| Admin fee / account holder | $10 | $4,223-99.8% | $5,060-99.8% | $4,888-99.8% |