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 | $109,475 | $138,065-20.7% | $123,544-11.4% | $135,375-19.1% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -0.14% | 153.68%-153.8pp | 119.20%-119.3pp | 519.73%-519.9pp |
| Employer contribution / active EE | $3,185 | $5,151-38.2% | $4,628-31.2% | $4,779-33.3% |
| Participant deferral / active EE | $15,731 | $6,799+131.4% | $6,426+144.8% | $5,609+180.5% |
| Admin fee / account holder | $114 | $10,916-99.0% | $9,284-98.8% | $10,827-98.9% |