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 | $115,163 | $167,307-31.2% | $143,757-19.9% | $134,475-14.4% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -15.43% | 0.46%-15.9pp | -0.04%-15.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,880 | $5,619-66.5% | $4,951-62.0% | $4,740-60.3% |
| Participant deferral / active EE | $9,293 | $6,446+44.2% | $5,637+64.9% | $6,400+45.2% |
| Admin fee / account holder | $21 | $18,088-99.9% | $14,673-99.9% | $11,426-99.8% |