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 | $50,011 | $168,632-70.3% | $147,614-66.1% | $125,391-60.1% |
| Participation rate | 33.3% | 88.8%-55.4pp | 84.6%-51.3pp | 83.2%-49.9pp |
| Annual return | -2.23% | 77.65%-79.9pp | 61.98%-64.2pp | 282.22%-284.5pp |
| Employer contribution / active EE | $1,627 | $6,252-74.0% | $5,564-70.8% | $4,866-66.6% |
| Participant deferral / active EE | $4,712 | $5,507-14.4% | $4,895-3.8% | $5,352-12.0% |
| Admin fee / account holder | $70 | $13,580-99.5% | $11,611-99.4% | $9,540-99.3% |