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 | $56,132 | $138,065-59.3% | $123,544-54.6% | $135,375-58.5% |
| Participation rate | 52.2% | 84.7%-32.6pp | 82.3%-30.1pp | 82.6%-30.5pp |
| Annual return | -4.94% | 153.68%-158.6pp | 119.20%-124.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $1,367 | $5,151-73.5% | $4,628-70.5% | $4,779-71.4% |
| Participant deferral / active EE | $2,493 | $6,799-63.3% | $6,426-61.2% | $5,609-55.6% |
| Admin fee / account holder | $242 | $10,916-97.8% | $9,284-97.4% | $10,827-97.8% |