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 | $93,709 | $97,757-4.1% | $83,848+11.8% | $135,375-30.8% |
| Participation rate | 33.3% | 80.0%-46.6pp | 76.1%-42.8pp | 82.6%-49.3pp |
| Annual return | -8.51% | 1287.37%-1295.9pp | 850.88%-859.4pp | 519.73%-528.2pp |
| Employer contribution / active EE | $2,170 | $4,222-48.6% | $3,631-40.2% | $4,779-54.6% |
| Participant deferral / active EE | $6,167 | $4,682+31.7% | $4,082+51.1% | $5,609+9.9% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |