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 | $116,127 | $142,344-18.4% | $119,609-2.9% | $134,475-13.6% |
| Participation rate | 62.5% | 82.8%-20.3pp | 79.3%-16.8pp | 81.2%-18.7pp |
| Annual return | -15.47% | -12.44%-3.0pp | -14.97%-0.5pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,441 | $5,222-72.4% | $4,232-65.9% | $4,740-69.6% |
| Participant deferral / active EE | $2,298 | $6,469-64.5% | $5,602-59.0% | $6,400-64.1% |
| Admin fee / account holder | $278 | $13,584-98.0% | $10,323-97.3% | $11,426-97.6% |