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 | $107,974 | $138,065-21.8% | $123,544-12.6% | $135,375-20.2% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -7.27% | 153.68%-161.0pp | 119.20%-126.5pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,632 | $5,151-68.3% | $4,628-64.7% | $4,779-65.9% |
| Participant deferral / active EE | $6,097 | $6,799-10.3% | $6,426-5.1% | $5,609+8.7% |
| Admin fee / account holder | $59 | $10,916-99.5% | $9,284-99.4% | $10,827-99.5% |