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 | $114,530 | $135,635-15.6% | $110,238+3.9% | $135,375-15.4% |
| Participation rate | 61.5% | 83.5%-21.9pp | 79.8%-18.3pp | 82.6%-21.1pp |
| Annual return | -5.21% | 513.19%-518.4pp | 314.74%-319.9pp | 519.73%-524.9pp |
| Employer contribution / active EE | $2,167 | $4,906-55.8% | $3,826-43.4% | $4,779-54.7% |
| Participant deferral / active EE | $5,000 | $5,506-9.2% | $4,672+7.0% | $5,609-10.9% |
| Admin fee / account holder | $99 | $11,457-99.1% | $8,547-98.8% | $10,827-99.1% |