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 | $37,467 | $168,632-77.8% | $147,614-74.6% | $125,391-70.1% |
| Participation rate | 25.0% | 88.8%-63.8pp | 84.6%-59.6pp | 83.2%-58.2pp |
| Annual return | -0.68% | 77.65%-78.3pp | 61.98%-62.7pp | 282.22%-282.9pp |
| Employer contribution / active EE | $1,559 | $6,252-75.1% | $5,564-72.0% | $4,866-68.0% |
| Participant deferral / active EE | $4,612 | $5,507-16.3% | $4,895-5.8% | $5,352-13.8% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |