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 | $116,468 | $152,509-23.6% | $117,472-0.9% | $134,475-13.4% |
| Participation rate | 40.0% | 77.1%-37.1pp | 70.6%-30.6pp | 81.2%-41.2pp |
| Annual return | -16.53% | 52.99%-69.5pp | 29.74%-46.3pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,271 | $5,571-59.2% | $4,176-45.6% | $4,740-52.1% |
| Participant deferral / active EE | $6,351 | $4,818+31.8% | $4,070+56.0% | $6,400-0.8% |
| Admin fee / account holder | $40 | $7,004-99.4% | $5,645-99.3% | $11,426-99.6% |