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 | $84,487 | $67,411+25.3% | $91,001-7.2% | $70,131+20.5% |
| Participation rate | 68.9% | 71.4%-2.5pp | 75.6%-6.7pp | 69.5%-0.7pp |
| Annual return | 19.04% | -40.16%+59.2pp | 4.60%+14.4pp | 73.14%-54.1pp |
| Employer contribution / active EE | $1,368 | $1,786-23.4% | $2,456-44.3% | $2,342-41.6% |
| Participant deferral / active EE | $1,771 | $2,823-37.3% | $3,547-50.1% | $3,332-46.9% |
| Admin fee / account holder | $0 | $4,236-100.0% | $5,417-100.0% | $4,645-100.0% |