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 | $95,408 | $104,106-8.4% | $71,086+34.2% | $135,375-29.5% |
| Participation rate | 25.0% | 65.7%-40.7pp | 54.7%-29.7pp | 82.6%-57.6pp |
| Annual return | -3.59% | 1256.30%-1259.9pp | 650.59%-654.2pp | 519.73%-523.3pp |
| Employer contribution / active EE | $697 | $1,485-53.0% | $1,088-35.9% | $4,779-85.4% |
| Participant deferral / active EE | $1,306 | $2,527-48.3% | $1,874-30.3% | $5,609-76.7% |
| Admin fee / account holder | $68 | $4,142-98.4% | $3,082-97.8% | $10,827-99.4% |