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 | $59,033 | $138,065-57.2% | $123,544-52.2% | $135,375-56.4% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -6.60% | 153.68%-160.3pp | 119.20%-125.8pp | 519.73%-526.3pp |
| Employer contribution / active EE | $2,060 | $5,151-60.0% | $4,628-55.5% | $4,779-56.9% |
| Participant deferral / active EE | $5,882 | $6,799-13.5% | $6,426-8.5% | $5,609+4.9% |
| Admin fee / account holder | $29 | $10,916-99.7% | $9,284-99.7% | $10,827-99.7% |