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 | $91,988 | $97,757-5.9% | $83,848+9.7% | $135,375-32.0% |
| Participation rate | 45.5% | 80.0%-34.5pp | 76.1%-30.7pp | 82.6%-37.2pp |
| Annual return | -6.86% | 1287.37%-1294.2pp | 850.88%-857.7pp | 519.73%-526.6pp |
| Employer contribution / active EE | $1,692 | $4,222-59.9% | $3,631-53.4% | $4,779-64.6% |
| Participant deferral / active EE | $3,460 | $4,682-26.1% | $4,082-15.2% | $5,609-38.3% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |