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 | $57,637 | $93,024-38.0% | $77,024-25.2% | $134,475-57.1% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.2pp | 81.2%-14.6pp |
| Annual return | -12.50% | 62.60%-75.1pp | 42.32%-54.8pp | 417.96%-430.5pp |
| Employer contribution / active EE | $2,122 | $3,418-37.9% | $2,812-24.6% | $4,740-55.2% |
| Participant deferral / active EE | $4,814 | $5,238-8.1% | $4,426+8.7% | $6,400-24.8% |
| Admin fee / account holder | $239 | $6,944-96.6% | $5,425-95.6% | $11,426-97.9% |