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 | $91,641 | $45,863+99.8% | $77,024+19.0% | $68,494+33.8% |
| Participation rate | 34.0% | 55.9%-21.9pp | 67.9%-33.9pp | 67.9%-33.9pp |
| Annual return | -14.25% | 1.72%-16.0pp | 42.32%-56.6pp | -7.84%-6.4pp |
| Employer contribution / active EE | $1,005 | $1,650-39.1% | $2,812-64.3% | $2,596-61.3% |
| Participant deferral / active EE | $1,992 | $2,962-32.8% | $4,426-55.0% | $4,027-50.5% |
| Admin fee / account holder | $112 | $3,041-96.3% | $5,425-97.9% | $5,403-97.9% |