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 | $49,867 | $197,825-74.8% | $155,790-68.0% | $125,391-60.2% |
| Participation rate | 66.7% | 82.1%-15.4pp | 76.1%-9.4pp | 83.2%-16.5pp |
| Annual return | -1.29% | 86.74%-88.0pp | 71.54%-72.8pp | 282.22%-283.5pp |
| Employer contribution / active EE | $2,181 | $4,847-55.0% | $3,836-43.1% | $4,866-55.2% |
| Participant deferral / active EE | $6,277 | $5,630+11.5% | $4,797+30.8% | $5,352+17.3% |
| Admin fee / account holder | $240 | $9,545-97.5% | $7,478-96.8% | $9,540-97.5% |