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 | $84,112 | $138,044-39.1% | $125,339-32.9% | $134,475-37.5% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -17.84% | 750.33%-768.2pp | 572.05%-589.9pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,420 | $5,243-72.9% | $4,814-70.5% | $4,740-70.1% |
| Participant deferral / active EE | $8,357 | $7,799+7.2% | $7,446+12.2% | $6,400+30.6% |
| Admin fee / account holder | $122 | $11,571-98.9% | $10,010-98.8% | $11,426-98.9% |