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 | $112,976 | $138,065-18.2% | $123,544-8.6% | $135,375-16.5% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -4.04% | 153.68%-157.7pp | 119.20%-123.2pp | 519.73%-523.8pp |
| Employer contribution / active EE | $1,936 | $5,151-62.4% | $4,628-58.2% | $4,779-59.5% |
| Participant deferral / active EE | $5,681 | $6,799-16.4% | $6,426-11.6% | $5,609+1.3% |
| Admin fee / account holder | $287 | $10,916-97.4% | $9,284-96.9% | $10,827-97.3% |