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 | $71,220 | $90,600-21.4% | $79,464-10.4% | $135,375-47.4% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -9.42% | 977.43%-986.9pp | 718.14%-727.6pp | 519.73%-529.2pp |
| Employer contribution / active EE | $3,525 | $3,068+14.9% | $2,800+25.9% | $4,779-26.2% |
| Participant deferral / active EE | $4,488 | $4,050+10.8% | $3,704+21.2% | $5,609-20.0% |
| Admin fee / account holder | $25 | $5,907-99.6% | $5,113-99.5% | $10,827-99.8% |