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 | $68,545 | $167,307-59.0% | $143,757-52.3% | $134,475-49.0% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -16.18% | 0.46%-16.6pp | -0.04%-16.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $2,791 | $5,619-50.3% | $4,951-43.6% | $4,740-41.1% |
| Participant deferral / active EE | $9,131 | $6,446+41.7% | $5,637+62.0% | $6,400+42.7% |
| Admin fee / account holder | $31 | $18,088-99.8% | $14,673-99.8% | $11,426-99.7% |