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 | $112,012 | $106,543+5.1% | $91,220+22.8% | $134,475-16.7% |
| Participation rate | 65.0% | 76.8%-11.8pp | 73.2%-8.2pp | 81.2%-16.2pp |
| Annual return | -17.84% | 160.60%-178.4pp | 114.01%-131.8pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,063 | $3,331-38.1% | $2,850-27.6% | $4,740-56.5% |
| Participant deferral / active EE | $4,196 | $4,719-11.1% | $4,234-0.9% | $6,400-34.4% |
| Admin fee / account holder | $13 | $6,231-99.8% | $5,420-99.8% | $11,426-99.9% |