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 | $76,775 | $142,344-46.1% | $119,609-35.8% | $134,475-42.9% |
| Participation rate | 63.6% | 82.8%-19.2pp | 79.3%-15.6pp | 81.2%-17.6pp |
| Annual return | -19.04% | -12.44%-6.6pp | -14.97%-4.1pp | 417.96%-437.0pp |
| Employer contribution / active EE | $2,102 | $5,222-59.7% | $4,232-50.3% | $4,740-55.6% |
| Participant deferral / active EE | $3,509 | $6,469-45.8% | $5,602-37.4% | $6,400-45.2% |
| Admin fee / account holder | $48 | $13,584-99.6% | $10,323-99.5% | $11,426-99.6% |