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 | $130,728 | $158,817-17.7% | $121,196+7.9% | $135,375-3.4% |
| Participation rate | 62.5% | 79.3%-16.8pp | 71.7%-9.2pp | 82.6%-20.1pp |
| Annual return | -2.95% | -0.64%-2.3pp | 16.93%-19.9pp | 519.73%-522.7pp |
| Employer contribution / active EE | $1,840 | $5,665-67.5% | $4,022-54.2% | $4,779-61.5% |
| Participant deferral / active EE | $3,276 | $4,005-18.2% | $3,344-2.1% | $5,609-41.6% |
| Admin fee / account holder | $123 | $6,512-98.1% | $5,019-97.6% | $10,827-98.9% |