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 | $100,109 | $167,307-40.2% | $143,757-30.4% | $134,475-25.6% |
| Participation rate | 59.1% | 84.8%-25.7pp | 80.3%-21.2pp | 81.2%-22.1pp |
| Annual return | -17.24% | 0.46%-17.7pp | -0.04%-17.2pp | 417.96%-435.2pp |
| Employer contribution / active EE | $1,287 | $5,619-77.1% | $4,951-74.0% | $4,740-72.8% |
| Participant deferral / active EE | $2,955 | $6,446-54.2% | $5,637-47.6% | $6,400-53.8% |
| Admin fee / account holder | $20 | $18,088-99.9% | $14,673-99.9% | $11,426-99.8% |