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 | $65,450 | $104,106-37.1% | $71,086-7.9% | $135,375-51.7% |
| Participation rate | 68.8% | 65.7%+3.1pp | 54.7%+14.1pp | 82.6%-13.9pp |
| Annual return | -8.73% | 1256.30%-1265.0pp | 650.59%-659.3pp | 519.73%-528.5pp |
| Employer contribution / active EE | $1,083 | $1,485-27.1% | $1,088-0.4% | $4,779-77.3% |
| Participant deferral / active EE | $3,613 | $2,527+43.0% | $1,874+92.7% | $5,609-35.6% |
| Admin fee / account holder | $215 | $4,142-94.8% | $3,082-93.0% | $10,827-98.0% |