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 | $78,875 | $92,222-14.5% | $76,768+2.7% | $135,375-41.7% |
| Participation rate | 47.1% | 79.8%-32.7pp | 77.0%-29.9pp | 82.6%-35.6pp |
| Annual return | -6.20% | 5.46%-11.7pp | 2.43%-8.6pp | 519.73%-525.9pp |
| Employer contribution / active EE | $1,353 | $3,216-57.9% | $2,485-45.6% | $4,779-71.7% |
| Participant deferral / active EE | $4,426 | $4,509-1.8% | $3,852+14.9% | $5,609-21.1% |
| Admin fee / account holder | $15 | $10,748-99.9% | $6,675-99.8% | $10,827-99.9% |