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 | $68,444 | $95,862-28.6% | $79,550-14.0% | $134,475-49.1% |
| Participation rate | 64.7% | 75.0%-10.3pp | 69.5%-4.8pp | 81.2%-16.5pp |
| Annual return | -17.20% | -2.69%-14.5pp | 0.16%-17.4pp | 417.96%-435.2pp |
| Employer contribution / active EE | $2,041 | $3,128-34.8% | $2,413-15.4% | $4,740-56.9% |
| Participant deferral / active EE | $4,282 | $4,693-8.8% | $3,985+7.5% | $6,400-33.1% |
| Admin fee / account holder | $23 | $9,126-99.8% | $6,832-99.7% | $11,426-99.8% |