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 | $135,277 | $100,754+34.3% | $86,677+56.1% | $134,475+0.6% |
| Participation rate | 38.5% | 78.9%-40.5pp | 76.6%-38.1pp | 81.2%-42.8pp |
| Annual return | -17.15% | 29.04%-46.2pp | 35.91%-53.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,388 | $3,489-60.2% | $2,836-51.1% | $4,740-70.7% |
| Participant deferral / active EE | $2,646 | $5,338-50.4% | $4,656-43.2% | $6,400-58.7% |
| Admin fee / account holder | $40 | $10,926-99.6% | $7,493-99.5% | $11,426-99.6% |