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 | $81,976 | $100,754-18.6% | $86,677-5.4% | $134,475-39.0% |
| Participation rate | 52.6% | 78.9%-26.3pp | 76.6%-23.9pp | 81.2%-28.6pp |
| Annual return | -18.93% | 29.04%-48.0pp | 35.91%-54.8pp | 417.96%-436.9pp |
| Employer contribution / active EE | $2,319 | $3,489-33.5% | $2,836-18.2% | $4,740-51.1% |
| Participant deferral / active EE | $5,754 | $5,338+7.8% | $4,656+23.6% | $6,400-10.1% |
| Admin fee / account holder | $44 | $10,926-99.6% | $7,493-99.4% | $11,426-99.6% |