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 | $95,233 | $138,044-31.0% | $125,339-24.0% | $134,475-29.2% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -17.40% | 750.33%-767.7pp | 572.05%-589.5pp | 417.96%-435.4pp |
| Employer contribution / active EE | $2,562 | $5,243-51.1% | $4,814-46.8% | $4,740-45.9% |
| Participant deferral / active EE | $9,229 | $7,799+18.3% | $7,446+23.9% | $6,400+44.2% |
| Admin fee / account holder | $187 | $11,571-98.4% | $10,010-98.1% | $11,426-98.4% |