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 | $97,942 | $142,344-31.2% | $119,609-18.1% | $134,475-27.2% |
| Participation rate | 54.5% | 82.8%-28.3pp | 79.3%-24.7pp | 81.2%-26.7pp |
| Annual return | -11.75% | -12.44%+0.7pp | -14.97%+3.2pp | 417.96%-429.7pp |
| Employer contribution / active EE | $2,127 | $5,222-59.3% | $4,232-49.7% | $4,740-55.1% |
| Participant deferral / active EE | $5,609 | $6,469-13.3% | $5,602+0.1% | $6,400-12.4% |
| Admin fee / account holder | $151 | $13,584-98.9% | $10,323-98.5% | $11,426-98.7% |