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 | $130,162 | $95,971+35.6% | $74,550+74.6% | $135,375-3.9% |
| Participation rate | 61.1% | 75.7%-14.5pp | 69.1%-8.0pp | 82.6%-21.5pp |
| Annual return | -7.07% | 56.96%-64.0pp | 32.53%-39.6pp | 519.73%-526.8pp |
| Employer contribution / active EE | $1,626 | $2,716-40.1% | $1,961-17.1% | $4,779-66.0% |
| Participant deferral / active EE | $4,462 | $3,843+16.1% | $3,108+43.5% | $5,609-20.5% |
| Admin fee / account holder | $148 | $6,522-97.7% | $5,060-97.1% | $10,827-98.6% |