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 | $91,482 | $104,106-12.1% | $71,086+28.7% | $135,375-32.4% |
| Participation rate | 64.3% | 65.7%-1.4pp | 54.7%+9.6pp | 82.6%-18.4pp |
| Annual return | -5.08% | 1256.30%-1261.4pp | 650.59%-655.7pp | 519.73%-524.8pp |
| Employer contribution / active EE | $1,485 | $1,4850% | $1,088+36.5% | $4,779-68.9% |
| Participant deferral / active EE | $4,123 | $2,527+63.2% | $1,874+120.0% | $5,609-26.5% |
| Admin fee / account holder | $134 | $4,142-96.8% | $3,082-95.7% | $10,827-98.8% |