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 | $87,174 | $97,757-10.8% | $83,848+4.0% | $135,375-35.6% |
| Participation rate | 44.4% | 80.0%-35.5pp | 76.1%-31.7pp | 82.6%-38.2pp |
| Annual return | -4.08% | 1287.37%-1291.4pp | 850.88%-855.0pp | 519.73%-523.8pp |
| Employer contribution / active EE | $1,084 | $4,222-74.3% | $3,631-70.1% | $4,779-77.3% |
| Participant deferral / active EE | $5,867 | $4,682+25.3% | $4,082+43.8% | $5,609+4.6% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |