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 | $106,940 | $77,813+37.4% | $123,544-13.4% | $64,186+66.6% |
| Participation rate | 68.9% | 74.7%-5.8pp | 82.3%-13.4pp | 69.6%-0.7pp |
| Annual return | -6.53% | 12.48%-19.0pp | 119.20%-125.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $801 | $3,014-73.4% | $4,628-82.7% | $2,381-66.3% |
| Participant deferral / active EE | $3,889 | $5,240-25.8% | $6,426-39.5% | $3,470+12.1% |
| Admin fee / account holder | $232 | $5,519-95.8% | $9,284-97.5% | $4,888-95.2% |