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 | $56,054 | $59,107-5.2% | $86,436-35.1% | $68,494-18.2% |
| Participation rate | 62.5% | 75.2%-12.7pp | 80.3%-17.8pp | 67.9%-5.4pp |
| Annual return | -18.28% | -0.23%-18.1pp | 4394.89%-4413.2pp | -7.84%-10.4pp |
| Employer contribution / active EE | $2,027 | $2,519-19.5% | $3,769-46.2% | $2,596-21.9% |
| Participant deferral / active EE | $4,012 | $5,901-32.0% | $6,952-42.3% | $4,027-0.4% |
| Admin fee / account holder | $282 | $5,637-95.0% | $6,731-95.8% | $5,403-94.8% |