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 | $42,691 | $180,449-76.3% | $154,107-72.3% | $135,375-68.5% |
| Participation rate | 57.1% | 87.4%-30.3pp | 83.0%-25.9pp | 82.6%-25.5pp |
| Annual return | -7.00% | 888.09%-895.1pp | 735.12%-742.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $10,905 | $6,035+80.7% | $5,298+105.9% | $4,779+128.2% |
| Participant deferral / active EE | $4,719 | $5,806-18.7% | $5,081-7.1% | $5,609-15.9% |
| Admin fee / account holder | $215 | $16,143-98.7% | $13,411-98.4% | $10,827-98.0% |