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 | $91,894 | $100,754-8.8% | $86,677+6.0% | $134,475-31.7% |
| Participation rate | 0.0% | 78.9%-78.9pp | 76.6%-76.6pp | 81.2%-81.2pp |
| Annual return | -14.52% | 29.04%-43.6pp | 35.91%-50.4pp | 417.96%-432.5pp |
| Employer contribution / active EE | $2,419 | $3,489-30.7% | $2,836-14.7% | $4,740-49.0% |
| Participant deferral / active EE | $2,765 | $5,338-48.2% | $4,656-40.6% | $6,400-56.8% |
| Admin fee / account holder | $60 | $10,926-99.5% | $7,493-99.2% | $11,426-99.5% |