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 | $65,417 | $138,065-52.6% | $123,544-47.0% | $135,375-51.7% |
| Participation rate | 39.1% | 84.7%-45.6pp | 82.3%-43.2pp | 82.6%-43.5pp |
| Annual return | -5.90% | 153.68%-159.6pp | 119.20%-125.1pp | 519.73%-525.6pp |
| Employer contribution / active EE | $0 | $5,151-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,574 | $6,799-3.3% | $6,426+2.3% | $5,609+17.2% |
| Admin fee / account holder | $254 | $10,916-97.7% | $9,284-97.3% | $10,827-97.7% |