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 | $63,312 | $138,065-54.1% | $123,544-48.8% | $135,375-53.2% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -3.77% | 153.68%-157.5pp | 119.20%-123.0pp | 519.73%-523.5pp |
| Employer contribution / active EE | $3,872 | $5,151-24.8% | $4,628-16.3% | $4,779-19.0% |
| Participant deferral / active EE | $4,005 | $6,799-41.1% | $6,426-37.7% | $5,609-28.6% |
| Admin fee / account holder | $294 | $10,916-97.3% | $9,284-96.8% | $10,827-97.3% |