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 | $71,518 | $72,404-1.2% | $110,238-35.1% | $64,186+11.4% |
| Participation rate | 42.3% | 73.3%-31.0pp | 79.8%-37.5pp | 69.6%-27.3pp |
| Annual return | 12.23% | -6.29%+18.5pp | 314.74%-302.5pp | 7.63%+4.6pp |
| Employer contribution / active EE | $1,001 | $2,282-56.1% | $3,826-73.9% | $2,381-58.0% |
| Participant deferral / active EE | $2,333 | $3,469-32.7% | $4,672-50.1% | $3,470-32.7% |
| Admin fee / account holder | $0 | $5,664-100.0% | $8,547-100.0% | $4,888-100.0% |