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 | $82,381 | $88,594-7.0% | $70,092+17.5% | $134,475-38.7% |
| Participation rate | 16.7% | 74.9%-58.3pp | 70.5%-53.8pp | 81.2%-64.6pp |
| Annual return | -19.01% | 442.67%-461.7pp | 190.73%-209.7pp | 417.96%-437.0pp |
| Employer contribution / active EE | $415 | $3,233-87.2% | $2,559-83.8% | $4,740-91.2% |
| Participant deferral / active EE | $1,038 | $4,772-78.2% | $3,849-73.0% | $6,400-83.8% |
| Admin fee / account holder | $60 | $10,441-99.4% | $6,267-99.0% | $11,426-99.5% |