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 | $44,558 | $180,449-75.3% | $154,107-71.1% | $135,375-67.1% |
| Participation rate | 68.4% | 87.4%-19.0pp | 83.0%-14.6pp | 82.6%-14.2pp |
| Annual return | -1.59% | 888.09%-889.7pp | 735.12%-736.7pp | 519.73%-521.3pp |
| Employer contribution / active EE | $6,579 | $6,035+9.0% | $5,298+24.2% | $4,779+37.7% |
| Participant deferral / active EE | $4,511 | $5,806-22.3% | $5,081-11.2% | $5,609-19.6% |
| Admin fee / account holder | $62 | $16,143-99.6% | $13,411-99.5% | $10,827-99.4% |