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 | $104,878 | $127,386-17.7% | $115,037-8.8% | $125,391-16.4% |
| Participation rate | 55.6% | 84.2%-28.6pp | 81.4%-25.8pp | 83.2%-27.6pp |
| Annual return | -3.04% | 31.28%-34.3pp | 26.14%-29.2pp | 282.22%-285.3pp |
| Employer contribution / active EE | $4,418 | $5,166-14.5% | $4,608-4.1% | $4,866-9.2% |
| Participant deferral / active EE | $11,734 | $6,423+82.7% | $6,026+94.7% | $5,352+119.3% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |