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 | $66,008 | $168,632-60.9% | $147,614-55.3% | $125,391-47.4% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | -3.58% | 77.65%-81.2pp | 61.98%-65.6pp | 282.22%-285.8pp |
| Employer contribution / active EE | $7,004 | $6,252+12.0% | $5,564+25.9% | $4,866+43.9% |
| Participant deferral / active EE | $5,978 | $5,507+8.5% | $4,895+22.1% | $5,352+11.7% |
| Admin fee / account holder | $96 | $13,580-99.3% | $11,611-99.2% | $9,540-99.0% |