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 | $72,576 | $168,632-57.0% | $147,614-50.8% | $125,391-42.1% |
| Participation rate | 60.0% | 88.8%-28.8pp | 84.6%-24.6pp | 83.2%-23.2pp |
| Annual return | 0.00% | 77.65%-77.6pp | 61.98%-62.0pp | 282.22%-282.2pp |
| Employer contribution / active EE | $2,034 | $6,252-67.5% | $5,564-63.4% | $4,866-58.2% |
| Participant deferral / active EE | $6,525 | $5,507+18.5% | $4,895+33.3% | $5,352+21.9% |
| Admin fee / account holder | $136 | $13,580-99.0% | $11,611-98.8% | $9,540-98.6% |