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 | $76,297 | $76,000+0.4% | $154,107-50.5% | $64,186+18.9% |
| Participation rate | 49.1% | 70.4%-21.4pp | 83.0%-34.0pp | 69.6%-20.5pp |
| Annual return | -4.82% | 30.32%-35.1pp | 735.12%-739.9pp | 7.63%-12.5pp |
| Employer contribution / active EE | $650 | $3,351-80.6% | $5,298-87.7% | $2,381-72.7% |
| Participant deferral / active EE | $1,383 | $3,175-56.4% | $5,081-72.8% | $3,470-60.1% |
| Admin fee / account holder | $97 | $5,596-98.3% | $13,411-99.3% | $4,888-98.0% |