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 | $99,679 | $142,344-30.0% | $119,609-16.7% | $134,475-25.9% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -18.33% | -12.44%-5.9pp | -14.97%-3.4pp | 417.96%-436.3pp |
| Employer contribution / active EE | $1,971 | $5,222-62.3% | $4,232-53.4% | $4,740-58.4% |
| Participant deferral / active EE | $5,831 | $6,469-9.9% | $5,602+4.1% | $6,400-8.9% |
| Admin fee / account holder | $149 | $13,584-98.9% | $10,323-98.6% | $11,426-98.7% |