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 4-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 | $119,438 | $152,509-21.7% | $117,472+1.7% | $134,475-11.2% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | -18.89% | 52.99%-71.9pp | 29.74%-48.6pp | 417.96%-436.9pp |
| Employer contribution / active EE | $3,070 | $5,571-44.9% | $4,176-26.5% | $4,740-35.2% |
| Participant deferral / active EE | $11,875 | $4,818+146.5% | $4,070+191.8% | $6,400+85.6% |
| Admin fee / account holder | $30 | $7,004-99.6% | $5,645-99.5% | $11,426-99.7% |