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 | $65,119 | $138,044-52.8% | $125,339-48.0% | $134,475-51.6% |
| Participation rate | 69.6% | 84.5%-14.9pp | 82.4%-12.8pp | 81.2%-11.7pp |
| Annual return | -14.69% | 750.33%-765.0pp | 572.05%-586.7pp | 417.96%-432.7pp |
| Employer contribution / active EE | $8,939 | $5,243+70.5% | $4,814+85.7% | $4,740+88.6% |
| Participant deferral / active EE | $7,710 | $7,799-1.1% | $7,446+3.5% | $6,400+20.5% |
| Admin fee / account holder | $130 | $11,571-98.9% | $10,010-98.7% | $11,426-98.9% |