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 | $79,018 | $152,509-48.2% | $117,472-32.7% | $134,475-41.2% |
| Participation rate | 40.0% | 77.1%-37.1pp | 70.6%-30.6pp | 81.2%-41.2pp |
| Annual return | -9.12% | 52.99%-62.1pp | 29.74%-38.9pp | 417.96%-427.1pp |
| Employer contribution / active EE | $9,371 | $5,571+68.2% | $4,176+124.4% | $4,740+97.7% |
| Participant deferral / active EE | $1,669 | $4,818-65.4% | $4,070-59.0% | $6,400-73.9% |
| Admin fee / account holder | $274 | $7,004-96.1% | $5,645-95.1% | $11,426-97.6% |