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 | $53,838 | $99,032-45.6% | $80,019-32.7% | $135,375-60.2% |
| Participation rate | 60.0% | 78.4%-18.4pp | 75.8%-15.8pp | 82.6%-22.6pp |
| Annual return | -6.00% | 15.39%-21.4pp | 11.22%-17.2pp | 519.73%-525.7pp |
| Employer contribution / active EE | $3,114 | $3,043+2.3% | $2,468+26.2% | $4,779-34.8% |
| Participant deferral / active EE | $6,554 | $4,282+53.0% | $3,686+77.8% | $5,609+16.8% |
| Admin fee / account holder | $76 | $10,436-99.3% | $6,521-98.8% | $10,827-99.3% |