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 | $88,362 | $90,600-2.5% | $79,464+11.2% | $135,375-34.7% |
| Participation rate | 45.0% | 76.0%-31.0pp | 73.3%-28.3pp | 82.6%-37.6pp |
| Annual return | -7.22% | 977.43%-984.7pp | 718.14%-725.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $153 | $3,068-95.0% | $2,800-94.5% | $4,779-96.8% |
| Participant deferral / active EE | $1,542 | $4,050-61.9% | $3,704-58.4% | $5,609-72.5% |
| Admin fee / account holder | -$36 | $5,907-100.6% | $5,113-100.7% | $10,827-100.3% |