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 | $63,647 | $135,635-53.1% | $110,238-42.3% | $135,375-53.0% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.8%-29.8pp | 82.6%-32.6pp |
| Annual return | -7.76% | 513.19%-520.9pp | 314.74%-322.5pp | 519.73%-527.5pp |
| Employer contribution / active EE | $1,282 | $4,906-73.9% | $3,826-66.5% | $4,779-73.2% |
| Participant deferral / active EE | $5,425 | $5,506-1.5% | $4,672+16.1% | $5,609-3.3% |
| Admin fee / account holder | $148 | $11,457-98.7% | $8,547-98.3% | $10,827-98.6% |