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 | $59,867 | $92,703-35.4% | $82,719-27.6% | $134,475-55.5% |
| Participation rate | 53.3% | 75.2%-21.9pp | 72.6%-19.2pp | 81.2%-27.9pp |
| Annual return | -19.25% | 944.92%-964.2pp | 701.18%-720.4pp | 417.96%-437.2pp |
| Employer contribution / active EE | $4,294 | $3,274+31.2% | $3,009+42.7% | $4,740-9.4% |
| Participant deferral / active EE | $2,092 | $4,802-56.4% | $4,395-52.4% | $6,400-67.3% |
| Admin fee / account holder | $14 | $5,983-99.8% | $5,329-99.7% | $11,426-99.9% |