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 | $72,018 | $127,100-43.3% | $105,738-31.9% | $135,375-46.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 76.3%-9.7pp | 82.6%-16.0pp |
| Annual return | -5.01% | 4.49%-9.5pp | 6.27%-11.3pp | 519.73%-524.7pp |
| Employer contribution / active EE | $1,308 | $4,107-68.1% | $3,268-60.0% | $4,779-72.6% |
| Participant deferral / active EE | $2,506 | $5,064-50.5% | $4,080-38.6% | $5,609-55.3% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |