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 | $57,572 | $76,000-24.2% | $154,107-62.6% | $64,186-10.3% |
| Participation rate | 69.4% | 70.4%-1.0pp | 83.0%-13.6pp | 69.6%-0.1pp |
| Annual return | -5.22% | 30.32%-35.5pp | 735.12%-740.3pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,412 | $3,351-57.9% | $5,298-73.3% | $2,381-40.7% |
| Participant deferral / active EE | $2,902 | $3,175-8.6% | $5,081-42.9% | $3,470-16.4% |
| Admin fee / account holder | $110 | $5,596-98.0% | $13,411-99.2% | $4,888-97.7% |