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 | $101,729 | $167,484-39.3% | $151,611-32.9% | $134,475-24.4% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -16.18% | 7.80%-24.0pp | 3.33%-19.5pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,778 | $6,829-74.0% | $6,166-71.2% | $4,740-62.5% |
| Participant deferral / active EE | $6,450 | $8,986-28.2% | $8,363-22.9% | $6,400+0.8% |
| Admin fee / account holder | $64 | $13,783-99.5% | $11,616-99.4% | $11,426-99.4% |