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 | $62,991 | $92,703-32.1% | $82,719-23.8% | $134,475-53.2% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -18.39% | 944.92%-963.3pp | 701.18%-719.6pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,552 | $3,274-22.1% | $3,009-15.2% | $4,740-46.2% |
| Participant deferral / active EE | $6,626 | $4,802+38.0% | $4,395+50.8% | $6,400+3.5% |
| Admin fee / account holder | $132 | $5,983-97.8% | $5,329-97.5% | $11,426-98.8% |