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 | $86,803 | $138,065-37.1% | $123,544-29.7% | $135,375-35.9% |
| Participation rate | 14.3% | 84.7%-70.4pp | 82.3%-68.0pp | 82.6%-68.4pp |
| Annual return | -7.71% | 153.68%-161.4pp | 119.20%-126.9pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,200 | $5,151-76.7% | $4,628-74.1% | $4,779-74.9% |
| Participant deferral / active EE | $2,643 | $6,799-61.1% | $6,426-58.9% | $5,609-52.9% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |