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 | $96,991 | $81,900+18.4% | $119,609-18.9% | $68,494+41.6% |
| Participation rate | 30.3% | 71.9%-41.6pp | 79.3%-49.0pp | 67.9%-37.6pp |
| Annual return | -17.66% | -23.82%+6.2pp | -14.97%-2.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,164 | $2,693-56.8% | $4,232-72.5% | $2,596-55.2% |
| Participant deferral / active EE | $3,147 | $4,148-24.1% | $5,602-43.8% | $4,027-21.9% |
| Admin fee / account holder | $146 | $6,582-97.8% | $10,323-98.6% | $5,403-97.3% |