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 | $80,414 | $97,757-17.7% | $83,848-4.1% | $135,375-40.6% |
| Participation rate | 53.3% | 80.0%-26.6pp | 76.1%-22.8pp | 82.6%-29.3pp |
| Annual return | -8.89% | 1287.37%-1296.3pp | 850.88%-859.8pp | 519.73%-528.6pp |
| Employer contribution / active EE | $1,065 | $4,222-74.8% | $3,631-70.7% | $4,779-77.7% |
| Participant deferral / active EE | $4,602 | $4,682-1.7% | $4,082+12.8% | $5,609-17.9% |
| Admin fee / account holder | $262 | $6,674-96.1% | $5,478-95.2% | $10,827-97.6% |