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 | $68,060 | $167,307-59.3% | $143,757-52.7% | $134,475-49.4% |
| Participation rate | 68.4% | 84.8%-16.4pp | 80.3%-11.9pp | 81.2%-12.8pp |
| Annual return | -12.66% | 0.46%-13.1pp | -0.04%-12.6pp | 417.96%-430.6pp |
| Employer contribution / active EE | $2,396 | $5,619-57.4% | $4,951-51.6% | $4,740-49.5% |
| Participant deferral / active EE | $6,812 | $6,446+5.7% | $5,637+20.8% | $6,400+6.4% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |