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 | $93,423 | $142,344-34.4% | $119,609-21.9% | $134,475-30.5% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.3%-19.3pp | 81.2%-21.2pp |
| Annual return | -16.94% | -12.44%-4.5pp | -14.97%-2.0pp | 417.96%-434.9pp |
| Employer contribution / active EE | $3,586 | $5,222-31.3% | $4,232-15.3% | $4,740-24.3% |
| Participant deferral / active EE | $7,258 | $6,469+12.2% | $5,602+29.6% | $6,400+13.4% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |