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 | $37,010 | $142,344-74.0% | $119,609-69.1% | $134,475-72.5% |
| Participation rate | 37.5% | 82.8%-45.3pp | 79.3%-41.8pp | 81.2%-43.7pp |
| Annual return | -19.33% | -12.44%-6.9pp | -14.97%-4.4pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,828 | $5,222-65.0% | $4,232-56.8% | $4,740-61.4% |
| Participant deferral / active EE | $3,457 | $6,469-46.6% | $5,602-38.3% | $6,400-46.0% |
| Admin fee / account holder | $18 | $13,584-99.9% | $10,323-99.8% | $11,426-99.8% |