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 | $72,873 | $168,632-56.8% | $147,614-50.6% | $125,391-41.9% |
| Participation rate | 37.5% | 88.8%-51.3pp | 84.6%-47.1pp | 83.2%-45.7pp |
| Annual return | -0.36% | 77.65%-78.0pp | 61.98%-62.3pp | 282.22%-282.6pp |
| Employer contribution / active EE | $1,944 | $6,252-68.9% | $5,564-65.1% | $4,866-60.1% |
| Participant deferral / active EE | $6,660 | $5,507+20.9% | $4,895+36.0% | $5,352+24.5% |
| Admin fee / account holder | $43 | $13,580-99.7% | $11,611-99.6% | $9,540-99.6% |