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 | $76,424 | $129,942-41.2% | $104,294-26.7% | $134,475-43.2% |
| Participation rate | 57.1% | 79.5%-22.4pp | 73.3%-16.1pp | 81.2%-24.1pp |
| Annual return | -19.94% | 42.03%-62.0pp | 24.61%-44.6pp | 417.96%-437.9pp |
| Employer contribution / active EE | $2,603 | $4,184-37.8% | $3,372-22.8% | $4,740-45.1% |
| Participant deferral / active EE | $6,604 | $5,588+18.2% | $4,625+42.8% | $6,400+3.2% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |