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 | $88,214 | $138,044-36.1% | $125,339-29.6% | $134,475-34.4% |
| Participation rate | 46.2% | 84.5%-38.3pp | 82.4%-36.2pp | 81.2%-35.1pp |
| Annual return | -18.32% | 750.33%-768.6pp | 572.05%-590.4pp | 417.96%-436.3pp |
| Employer contribution / active EE | $1,195 | $5,243-77.2% | $4,814-75.2% | $4,740-74.8% |
| Participant deferral / active EE | $5,009 | $7,799-35.8% | $7,446-32.7% | $6,400-21.7% |
| Admin fee / account holder | $88 | $11,571-99.2% | $10,010-99.1% | $11,426-99.2% |