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 | $117,771 | $69,518+69.4% | $59,878+96.7% | $135,375-13.0% |
| Participation rate | 28.6% | 77.8%-49.3pp | 74.7%-46.1pp | 82.6%-54.1pp |
| Annual return | -8.11% | 7.94%-16.1pp | 3.46%-11.6pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,056 | $3,235-67.4% | $2,722-61.2% | $4,779-77.9% |
| Participant deferral / active EE | $3,938 | $4,206-6.4% | $3,402+15.8% | $5,609-29.8% |
| Admin fee / account holder | $31 | $5,734-99.5% | $3,590-99.1% | $10,827-99.7% |