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 | $85,557 | $90,600-5.6% | $79,464+7.7% | $135,375-36.8% |
| Participation rate | 38.5% | 76.0%-37.6pp | 73.3%-34.9pp | 82.6%-44.2pp |
| Annual return | -7.36% | 977.43%-984.8pp | 718.14%-725.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $1,532 | $3,068-50.1% | $2,800-45.3% | $4,779-67.9% |
| Participant deferral / active EE | $5,306 | $4,050+31.0% | $3,704+43.2% | $5,609-5.4% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |