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 | $167,801 | $167,307+0.3% | $143,757+16.7% | $134,475+24.8% |
| Participation rate | 54.5% | 84.8%-30.3pp | 80.3%-25.8pp | 81.2%-26.7pp |
| Annual return | -18.72% | 0.46%-19.2pp | -0.04%-18.7pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,797 | $5,619-68.0% | $4,951-63.7% | $4,740-62.1% |
| Participant deferral / active EE | $4,984 | $6,446-22.7% | $5,637-11.6% | $6,400-22.1% |
| Admin fee / account holder | $20 | $18,088-99.9% | $14,673-99.9% | $11,426-99.8% |