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 | $69,520 | $135,635-48.7% | $110,238-36.9% | $135,375-48.6% |
| Participation rate | 61.1% | 83.5%-22.3pp | 79.8%-18.7pp | 82.6%-21.5pp |
| Annual return | -4.68% | 513.19%-517.9pp | 314.74%-319.4pp | 519.73%-524.4pp |
| Employer contribution / active EE | $1,903 | $4,906-61.2% | $3,826-50.3% | $4,779-60.2% |
| Participant deferral / active EE | $3,410 | $5,506-38.1% | $4,672-27.0% | $5,609-39.2% |
| Admin fee / account holder | $71 | $11,457-99.4% | $8,547-99.2% | $10,827-99.3% |