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 | $61,327 | $69,010-11.1% | $159,960-61.7% | $68,494-10.5% |
| Participation rate | 66.7% | 65.4%+1.3pp | 78.0%-11.3pp | 67.9%-1.2pp |
| Annual return | -16.77% | -9.65%-7.1pp | 408.60%-425.4pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,786 | $2,213-19.3% | $4,226-57.7% | $2,596-31.2% |
| Participant deferral / active EE | $6,428 | $4,212+52.6% | $6,182+4.0% | $4,027+59.6% |
| Admin fee / account holder | $8 | $4,798-99.8% | $8,698-99.9% | $5,403-99.9% |