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 | $106,673 | $92,222+15.7% | $76,768+39.0% | $135,375-21.2% |
| Participation rate | 69.2% | 79.8%-10.5pp | 77.0%-7.7pp | 82.6%-13.4pp |
| Annual return | -6.72% | 5.46%-12.2pp | 2.43%-9.2pp | 519.73%-526.5pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,986 | $4,509+99.3% | $3,852+133.3% | $5,609+60.2% |
| Admin fee / account holder | $20 | $10,748-99.8% | $6,675-99.7% | $10,827-99.8% |