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 | $94,718 | $67,331+40.7% | $60,874+55.6% | $134,475-29.6% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.1%-33.1pp | 81.2%-41.2pp |
| Annual return | -6.78% | 49.93%-56.7pp | 16.90%-23.7pp | 417.96%-424.7pp |
| Employer contribution / active EE | $1,914 | $3,096-38.2% | $2,701-29.1% | $4,740-59.6% |
| Participant deferral / active EE | $5,848 | $4,538+28.9% | $3,817+53.2% | $6,400-8.6% |
| Admin fee / account holder | $95 | $4,582-97.9% | $3,224-97.0% | $11,426-99.2% |