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 | $36,128 | $107,791-66.5% | $90,645-60.1% | $135,375-73.3% |
| Participation rate | 54.5% | 78.0%-23.5pp | 74.0%-19.5pp | 82.6%-28.1pp |
| Annual return | 80.08% | -0.90%+81.0pp | 1.88%+78.2pp | 519.73%-439.7pp |
| Employer contribution / active EE | $1,780 | $3,018-41.0% | $2,532-29.7% | $4,779-62.8% |
| Participant deferral / active EE | $5,152 | $3,872+33.1% | $3,425+50.5% | $5,609-8.1% |
| Admin fee / account holder | $196 | $5,930-96.7% | $4,994-96.1% | $10,827-98.2% |