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 | $132,117 | $135,635-2.6% | $110,238+19.8% | $135,375-2.4% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.8%-29.8pp | 82.6%-32.6pp |
| Annual return | -6.41% | 513.19%-519.6pp | 314.74%-321.1pp | 519.73%-526.1pp |
| Employer contribution / active EE | $2,527 | $4,906-48.5% | $3,826-34.0% | $4,779-47.1% |
| Participant deferral / active EE | $2,588 | $5,506-53.0% | $4,672-44.6% | $5,609-53.9% |
| Admin fee / account holder | $278 | $11,457-97.6% | $8,547-96.8% | $10,827-97.4% |