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 | $122,168 | $167,307-27.0% | $143,757-15.0% | $134,475-9.2% |
| Participation rate | 42.9% | 84.8%-42.0pp | 80.3%-37.4pp | 81.2%-38.4pp |
| Annual return | -18.36% | 0.46%-18.8pp | -0.04%-18.3pp | 417.96%-436.3pp |
| Employer contribution / active EE | $2,510 | $5,619-55.3% | $4,951-49.3% | $4,740-47.0% |
| Participant deferral / active EE | $9,888 | $6,446+53.4% | $5,637+75.4% | $6,400+54.5% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |