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 | $100,100 | $167,307-40.2% | $143,757-30.4% | $134,475-25.6% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -12.69% | 0.46%-13.2pp | -0.04%-12.7pp | 417.96%-430.7pp |
| Employer contribution / active EE | $13,909 | $5,619+147.5% | $4,951+180.9% | $4,740+193.5% |
| Participant deferral / active EE | $6,856 | $6,446+6.4% | $5,637+21.6% | $6,400+7.1% |
| Admin fee / account holder | $30 | $18,088-99.8% | $14,673-99.8% | $11,426-99.7% |