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 | $88,879 | $95,862-7.3% | $79,550+11.7% | $134,475-33.9% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -17.49% | -2.69%-14.8pp | 0.16%-17.7pp | 417.96%-435.4pp |
| Employer contribution / active EE | $2,288 | $3,128-26.9% | $2,413-5.2% | $4,740-51.7% |
| Participant deferral / active EE | $6,078 | $4,693+29.5% | $3,985+52.5% | $6,400-5.0% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |