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 | $66,329 | $190,805-65.2% | $159,960-58.5% | $134,475-50.7% |
| Participation rate | 62.5% | 81.9%-19.4pp | 78.0%-15.5pp | 81.2%-18.7pp |
| Annual return | -19.82% | 552.23%-572.1pp | 408.60%-428.4pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,601 | $4,995-68.0% | $4,226-62.1% | $4,740-66.2% |
| Participant deferral / active EE | $1,948 | $6,923-71.9% | $6,182-68.5% | $6,400-69.6% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |