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 | $128,359 | $129,942-1.2% | $104,294+23.1% | $134,475-4.5% |
| Participation rate | 50.0% | 79.5%-29.5pp | 73.3%-23.3pp | 81.2%-31.2pp |
| Annual return | -17.85% | 42.03%-59.9pp | 24.61%-42.5pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,971 | $4,184-52.9% | $3,372-41.5% | $4,740-58.4% |
| Participant deferral / active EE | $13,054 | $5,588+133.6% | $4,625+182.2% | $6,400+104.0% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |