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 | $98,998 | $90,600+9.3% | $79,464+24.6% | $135,375-26.9% |
| Participation rate | 61.5% | 76.0%-14.5pp | 73.3%-11.8pp | 82.6%-21.1pp |
| Annual return | -5.80% | 977.43%-983.2pp | 718.14%-723.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $2,895 | $3,068-5.6% | $2,800+3.4% | $4,779-39.4% |
| Participant deferral / active EE | $4,420 | $4,050+9.1% | $3,704+19.3% | $5,609-21.2% |
| Admin fee / account holder | $248 | $5,907-95.8% | $5,113-95.1% | $10,827-97.7% |