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 | $111,666 | $138,044-19.1% | $125,339-10.9% | $134,475-17.0% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -15.62% | 750.33%-765.9pp | 572.05%-587.7pp | 417.96%-433.6pp |
| Employer contribution / active EE | $1,441 | $5,243-72.5% | $4,814-70.1% | $4,740-69.6% |
| Participant deferral / active EE | $4,594 | $7,799-41.1% | $7,446-38.3% | $6,400-28.2% |
| Admin fee / account holder | $211 | $11,571-98.2% | $10,010-97.9% | $11,426-98.2% |