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 | $50,015 | $168,632-70.3% | $147,614-66.1% | $125,391-60.1% |
| Participation rate | 53.3% | 88.8%-35.4pp | 84.6%-31.3pp | 83.2%-29.9pp |
| Annual return | -0.78% | 77.65%-78.4pp | 61.98%-62.8pp | 282.22%-283.0pp |
| Employer contribution / active EE | $1,386 | $6,252-77.8% | $5,564-75.1% | $4,866-71.5% |
| Participant deferral / active EE | $6,120 | $5,507+11.1% | $4,895+25.0% | $5,352+14.4% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |