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 | $110,399 | $105,860+4.3% | $90,749+21.7% | $134,475-17.9% |
| Participation rate | 21.4% | 78.2%-56.8pp | 75.7%-54.3pp | 81.2%-59.8pp |
| Annual return | -18.09% | -11.01%-7.1pp | -12.16%-5.9pp | 417.96%-436.0pp |
| Employer contribution / active EE | $720 | $3,462-79.2% | $2,921-75.4% | $4,740-84.8% |
| Participant deferral / active EE | $1,537 | $5,216-70.5% | $4,564-66.3% | $6,400-76.0% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |