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 | $123,440 | $99,640+23.9% | $86,436+42.8% | $134,475-8.2% |
| Participation rate | 44.4% | 82.0%-37.6pp | 80.3%-35.9pp | 81.2%-36.8pp |
| Annual return | -16.28% | 6782.58%-6798.9pp | 4394.89%-4411.2pp | 417.96%-434.2pp |
| Employer contribution / active EE | $1,842 | $4,400-58.1% | $3,769-51.1% | $4,740-61.1% |
| Participant deferral / active EE | $2,970 | $7,246-59.0% | $6,952-57.3% | $6,400-53.6% |
| Admin fee / account holder | $17 | $8,371-99.8% | $6,731-99.7% | $11,426-99.8% |