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 | $41,113 | $138,065-70.2% | $123,544-66.7% | $135,375-69.6% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -1.70% | 153.68%-155.4pp | 119.20%-120.9pp | 519.73%-521.4pp |
| Employer contribution / active EE | $2,168 | $5,151-57.9% | $4,628-53.1% | $4,779-54.6% |
| Participant deferral / active EE | $5,174 | $6,799-23.9% | $6,426-19.5% | $5,609-7.8% |
| Admin fee / account holder | $98 | $10,916-99.1% | $9,284-98.9% | $10,827-99.1% |