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 | $99,057 | $160,055-38.1% | $140,016-29.3% | $135,375-26.8% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -7.08% | 911.38%-918.5pp | 651.12%-658.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $2,346 | $6,420-63.5% | $5,606-58.2% | $4,779-50.9% |
| Participant deferral / active EE | $4,398 | $7,642-42.4% | $6,927-36.5% | $5,609-21.6% |
| Admin fee / account holder | $153 | $13,328-98.9% | $10,705-98.6% | $10,827-98.6% |