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 | $58,672 | $95,971-38.9% | $74,550-21.3% | $135,375-56.7% |
| Participation rate | 60.0% | 75.7%-15.7pp | 69.1%-9.1pp | 82.6%-22.6pp |
| Annual return | -8.35% | 56.96%-65.3pp | 32.53%-40.9pp | 519.73%-528.1pp |
| Employer contribution / active EE | $1,668 | $2,716-38.6% | $1,961-14.9% | $4,779-65.1% |
| Participant deferral / active EE | $2,028 | $3,843-47.2% | $3,108-34.8% | $5,609-63.8% |
| Admin fee / account holder | $146 | $6,522-97.8% | $5,060-97.1% | $10,827-98.7% |