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 7-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 | $163,981 | $190,805-14.1% | $159,960+2.5% | $134,475+21.9% |
| Participation rate | 60.9% | 81.9%-21.1pp | 78.0%-17.1pp | 81.2%-20.4pp |
| Annual return | -18.34% | 552.23%-570.6pp | 408.60%-426.9pp | 417.96%-436.3pp |
| Employer contribution / active EE | $7,600 | $4,995+52.2% | $4,226+79.9% | $4,740+60.4% |
| Participant deferral / active EE | $10,103 | $6,923+45.9% | $6,182+63.4% | $6,400+57.9% |
| Admin fee / account holder | $117 | $10,471-98.9% | $8,698-98.7% | $11,426-99.0% |