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 | $68,620 | $95,971-28.5% | $74,550-8.0% | $135,375-49.3% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -5.68% | 56.96%-62.6pp | 32.53%-38.2pp | 519.73%-525.4pp |
| Employer contribution / active EE | $1,127 | $2,716-58.5% | $1,961-42.5% | $4,779-76.4% |
| Participant deferral / active EE | $3,385 | $3,843-11.9% | $3,108+8.9% | $5,609-39.7% |
| Admin fee / account holder | $95 | $6,522-98.5% | $5,060-98.1% | $10,827-99.1% |