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 | $102,308 | $133,958-23.6% | $112,228-8.8% | $134,475-23.9% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -19.37% | 47.11%-66.5pp | 27.45%-46.8pp | 417.96%-437.3pp |
| Employer contribution / active EE | $981 | $4,038-75.7% | $3,635-73.0% | $4,740-79.3% |
| Participant deferral / active EE | $4,708 | $5,291-11.0% | $4,728-0.4% | $6,400-26.4% |
| Admin fee / account holder | $120 | $7,489-98.4% | $6,410-98.1% | $11,426-98.9% |