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 | $50,723 | $112,300-54.8% | $90,223-43.8% | $125,391-59.5% |
| Participation rate | 55.6% | 82.9%-27.3pp | 79.0%-23.5pp | 83.2%-27.6pp |
| Annual return | -1.43% | -0.57%-0.9pp | 1.31%-2.7pp | 282.22%-283.7pp |
| Employer contribution / active EE | $2,637 | $5,181-49.1% | $4,378-39.8% | $4,866-45.8% |
| Participant deferral / active EE | $5,075 | $6,733-24.6% | $5,792-12.4% | $5,352-5.2% |
| Admin fee / account holder | $48 | $10,990-99.6% | $7,406-99.4% | $9,540-99.5% |