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 | $133,202 | $211,958-37.2% | $169,463-21.4% | $135,375-1.6% |
| Participation rate | 60.0% | 82.6%-22.6pp | 77.8%-17.8pp | 82.6%-22.6pp |
| Annual return | -4.88% | 3.26%-8.1pp | 1.83%-6.7pp | 519.73%-524.6pp |
| Employer contribution / active EE | $2,675 | $5,120-47.8% | $4,159-35.7% | $4,779-44.0% |
| Participant deferral / active EE | $8,600 | $6,075+41.6% | $5,277+63.0% | $5,609+53.3% |
| Admin fee / account holder | $42 | $11,471-99.6% | $9,109-99.5% | $10,827-99.6% |