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 | $87,212 | $127,386-31.5% | $115,037-24.2% | $125,391-30.4% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -2.98% | 31.28%-34.3pp | 26.14%-29.1pp | 282.22%-285.2pp |
| Employer contribution / active EE | $1,145 | $5,166-77.8% | $4,608-75.2% | $4,866-76.5% |
| Participant deferral / active EE | $2,822 | $6,423-56.1% | $6,026-53.2% | $5,352-47.3% |
| Admin fee / account holder | $6 | $9,516-99.9% | $8,175-99.9% | $9,540-99.9% |