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 | $144,891 | $190,805-24.1% | $159,960-9.4% | $134,475+7.7% |
| Participation rate | 60.0% | 81.9%-21.9pp | 78.0%-18.0pp | 81.2%-21.2pp |
| Annual return | -19.94% | 552.23%-572.2pp | 408.60%-428.5pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,405 | $4,995-71.9% | $4,226-66.8% | $4,740-70.4% |
| Participant deferral / active EE | $5,820 | $6,923-15.9% | $6,182-5.9% | $6,400-9.1% |
| Admin fee / account holder | $40 | $10,471-99.6% | $8,698-99.5% | $11,426-99.6% |