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 | $96,064 | $135,635-29.2% | $110,238-12.9% | $135,375-29.0% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.8%-19.8pp | 82.6%-22.6pp |
| Annual return | -6.20% | 513.19%-519.4pp | 314.74%-320.9pp | 519.73%-525.9pp |
| Employer contribution / active EE | $1,580 | $4,906-67.8% | $3,826-58.7% | $4,779-66.9% |
| Participant deferral / active EE | $3,248 | $5,506-41.0% | $4,672-30.5% | $5,609-42.1% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |