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 | $86,153 | $82,664+4.2% | $125,339-31.3% | $68,494+25.8% |
| Participation rate | 57.6% | 75.0%-17.5pp | 82.4%-24.8pp | 67.9%-10.3pp |
| Annual return | -19.04% | -5.97%-13.1pp | 572.05%-591.1pp | -7.84%-11.2pp |
| Employer contribution / active EE | $2,742 | $3,381-18.9% | $4,814-43.0% | $2,596+5.6% |
| Participant deferral / active EE | $7,541 | $6,110+23.4% | $7,446+1.3% | $4,027+87.2% |
| Admin fee / account holder | $170 | $6,275-97.3% | $10,010-98.3% | $5,403-96.9% |