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 | $79,199 | $211,958-62.6% | $169,463-53.3% | $135,375-41.5% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -0.99% | 3.26%-4.3pp | 1.83%-2.8pp | 519.73%-520.7pp |
| Employer contribution / active EE | $2,328 | $5,120-54.5% | $4,159-44.0% | $4,779-51.3% |
| Participant deferral / active EE | $4,395 | $6,075-27.7% | $5,277-16.7% | $5,609-21.6% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |