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 | $83,685 | $95,971-12.8% | $74,550+12.3% | $135,375-38.2% |
| Participation rate | 45.5% | 75.7%-30.2pp | 69.1%-23.7pp | 82.6%-37.2pp |
| Annual return | -5.89% | 56.96%-62.9pp | 32.53%-38.4pp | 519.73%-525.6pp |
| Employer contribution / active EE | $1,036 | $2,716-61.9% | $1,961-47.2% | $4,779-78.3% |
| Participant deferral / active EE | $4,960 | $3,843+29.1% | $3,108+59.6% | $5,609-11.6% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |