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 | $136,342 | $100,754+35.3% | $86,677+57.3% | $134,475+1.4% |
| Participation rate | 52.2% | 78.9%-26.8pp | 76.6%-24.4pp | 81.2%-29.0pp |
| Annual return | -20.17% | 29.04%-49.2pp | 35.91%-56.1pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,526 | $3,489-56.3% | $2,836-46.2% | $4,740-67.8% |
| Participant deferral / active EE | $4,085 | $5,338-23.5% | $4,656-12.3% | $6,400-36.2% |
| Admin fee / account holder | $83 | $10,926-99.2% | $7,493-98.9% | $11,426-99.3% |