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 | $23,706 | $138,065-82.8% | $123,544-80.8% | $135,375-82.5% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -6.66% | 153.68%-160.3pp | 119.20%-125.9pp | 519.73%-526.4pp |
| Employer contribution / active EE | $1,463 | $5,151-71.6% | $4,628-68.4% | $4,779-69.4% |
| Participant deferral / active EE | $3,099 | $6,799-54.4% | $6,426-51.8% | $5,609-44.8% |
| Admin fee / account holder | $279 | $10,916-97.4% | $9,284-97.0% | $10,827-97.4% |