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 | $83,225 | $211,958-60.7% | $169,463-50.9% | $135,375-38.5% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -4.51% | 3.26%-7.8pp | 1.83%-6.3pp | 519.73%-524.2pp |
| Employer contribution / active EE | $996 | $5,120-80.5% | $4,159-76.1% | $4,779-79.2% |
| Participant deferral / active EE | $3,308 | $6,075-45.5% | $5,277-37.3% | $5,609-41.0% |
| Admin fee / account holder | $207 | $11,471-98.2% | $9,109-97.7% | $10,827-98.1% |