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 | $98,492 | $180,449-45.4% | $154,107-36.1% | $135,375-27.2% |
| Participation rate | 62.5% | 87.4%-24.9pp | 83.0%-20.5pp | 82.6%-20.1pp |
| Annual return | -8.61% | 888.09%-896.7pp | 735.12%-743.7pp | 519.73%-528.3pp |
| Employer contribution / active EE | $1,277 | $6,035-78.8% | $5,298-75.9% | $4,779-73.3% |
| Participant deferral / active EE | $5,153 | $5,806-11.3% | $5,081+1.4% | $5,609-8.1% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |