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 | $78,194 | $99,079-21.1% | $77,999+0.2% | $273,961-71.5% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.5%-42.2pp | 83.0%-49.7pp |
| Annual return | 11.17% | 217.93%-206.8pp | 425.96%-414.8pp | 41.45%-30.3pp |
| Employer contribution / active EE | $8,061 | $3,308+143.7% | $2,470+226.3% | $4,869+65.6% |
| Participant deferral / active EE | $1,178 | $4,306-72.6% | $3,497-66.3% | $5,287-77.7% |
| Admin fee / account holder | $48 | $8,954-99.5% | $5,480-99.1% | $10,132-99.5% |