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 | $74,731 | $95,971-22.1% | $74,550+0.2% | $135,375-44.8% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -4.16% | 56.96%-61.1pp | 32.53%-36.7pp | 519.73%-523.9pp |
| Employer contribution / active EE | $1,353 | $2,716-50.2% | $1,961-31.0% | $4,779-71.7% |
| Participant deferral / active EE | $1,761 | $3,843-54.2% | $3,108-43.3% | $5,609-68.6% |
| Admin fee / account holder | $44 | $6,522-99.3% | $5,060-99.1% | $10,827-99.6% |