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 | $37,003 | $167,307-77.9% | $143,757-74.3% | $134,475-72.5% |
| Participation rate | 0.0% | 84.8%-84.8pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -16.56% | 0.46%-17.0pp | -0.04%-16.5pp | 417.96%-434.5pp |
| Employer contribution / active EE | $3,151 | $5,619-43.9% | $4,951-36.4% | $4,740-33.5% |
| Participant deferral / active EE | $8,356 | $6,446+29.6% | $5,637+48.2% | $6,400+30.6% |
| Admin fee / account holder | $221 | $18,088-98.8% | $14,673-98.5% | $11,426-98.1% |