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 | $104,085 | $95,971+8.5% | $74,550+39.6% | $135,375-23.1% |
| Participation rate | 58.8% | 75.7%-16.8pp | 69.1%-10.3pp | 82.6%-23.8pp |
| Annual return | -7.62% | 56.96%-64.6pp | 32.53%-40.2pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,224 | $2,716-54.9% | $1,961-37.6% | $4,779-74.4% |
| Participant deferral / active EE | $3,855 | $3,843+0.3% | $3,108+24.0% | $5,609-31.3% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |