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 | $114,530 | $90,600+26.4% | $79,464+44.1% | $135,375-15.4% |
| Participation rate | 58.8% | 76.0%-17.2pp | 73.3%-14.5pp | 82.6%-23.8pp |
| Annual return | -8.00% | 977.43%-985.4pp | 718.14%-726.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $1,485 | $3,068-51.6% | $2,800-47.0% | $4,779-68.9% |
| Participant deferral / active EE | $3,028 | $4,050-25.2% | $3,704-18.2% | $5,609-46.0% |
| Admin fee / account holder | $233 | $5,907-96.0% | $5,113-95.4% | $10,827-97.8% |