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 | $92,358 | $168,632-45.2% | $147,614-37.4% | $125,391-26.3% |
| Participation rate | 33.3% | 88.8%-55.4pp | 84.6%-51.3pp | 83.2%-49.9pp |
| Annual return | -0.89% | 77.65%-78.5pp | 61.98%-62.9pp | 282.22%-283.1pp |
| Employer contribution / active EE | $6,910 | $6,252+10.5% | $5,564+24.2% | $4,866+42.0% |
| Participant deferral / active EE | $6,023 | $5,507+9.4% | $4,895+23.0% | $5,352+12.6% |
| Admin fee / account holder | $135 | $13,580-99.0% | $11,611-98.8% | $9,540-98.6% |