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 | $101,400 | $95,862+5.8% | $79,550+27.5% | $134,475-24.6% |
| Participation rate | 33.3% | 75.0%-41.7pp | 69.5%-36.2pp | 81.2%-47.9pp |
| Annual return | -19.73% | -2.69%-17.0pp | 0.16%-19.9pp | 417.96%-437.7pp |
| Employer contribution / active EE | $892 | $3,128-71.5% | $2,413-63.1% | $4,740-81.2% |
| Participant deferral / active EE | $3,994 | $4,693-14.9% | $3,985+0.2% | $6,400-37.6% |
| Admin fee / account holder | $60 | $9,126-99.3% | $6,832-99.1% | $11,426-99.5% |