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 | $101,578 | $99,032+2.6% | $80,019+26.9% | $135,375-25.0% |
| Participation rate | 66.7% | 78.4%-11.7pp | 75.8%-9.2pp | 82.6%-16.0pp |
| Annual return | -6.94% | 15.39%-22.3pp | 11.22%-18.2pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,283 | $3,043-57.8% | $2,468-48.0% | $4,779-73.1% |
| Participant deferral / active EE | $4,675 | $4,282+9.2% | $3,686+26.8% | $5,609-16.7% |
| Admin fee / account holder | $177 | $10,436-98.3% | $6,521-97.3% | $10,827-98.4% |