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 | $98,289 | $138,065-28.8% | $123,544-20.4% | $135,375-27.4% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -7.67% | 153.68%-161.4pp | 119.20%-126.9pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,855 | $5,151-64.0% | $4,628-59.9% | $4,779-61.2% |
| Participant deferral / active EE | $8,433 | $6,799+24.0% | $6,426+31.2% | $5,609+50.4% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |