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 | $75,367 | $160,055-52.9% | $140,016-46.2% | $135,375-44.3% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.5%-25.0pp | 82.6%-20.1pp |
| Annual return | -4.05% | 911.38%-915.4pp | 651.12%-655.2pp | 519.73%-523.8pp |
| Employer contribution / active EE | $2,404 | $6,420-62.6% | $5,606-57.1% | $4,779-49.7% |
| Participant deferral / active EE | $3,614 | $7,642-52.7% | $6,927-47.8% | $5,609-35.6% |
| Admin fee / account holder | $119 | $13,328-99.1% | $10,705-98.9% | $10,827-98.9% |