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 | $99,800 | $190,805-47.7% | $159,960-37.6% | $134,475-25.8% |
| Participation rate | 50.0% | 81.9%-31.9pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -14.81% | 552.23%-567.0pp | 408.60%-423.4pp | 417.96%-432.8pp |
| Employer contribution / active EE | $666 | $4,995-86.7% | $4,226-84.2% | $4,740-86.0% |
| Participant deferral / active EE | $3,375 | $6,923-51.2% | $6,182-45.4% | $6,400-47.3% |
| Admin fee / account holder | $12 | $10,471-99.9% | $8,698-99.9% | $11,426-99.9% |