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 | $197,655 | $211,958-6.7% | $169,463+16.6% | $135,375+46.0% |
| Participation rate | 36.4% | 82.6%-46.3pp | 77.8%-41.4pp | 82.6%-46.3pp |
| Annual return | -5.40% | 3.26%-8.7pp | 1.83%-7.2pp | 519.73%-525.1pp |
| Employer contribution / active EE | $1,931 | $5,120-62.3% | $4,159-53.6% | $4,779-59.6% |
| Participant deferral / active EE | $4,151 | $6,075-31.7% | $5,277-21.3% | $5,609-26.0% |
| Admin fee / account holder | $292 | $11,471-97.5% | $9,109-96.8% | $10,827-97.3% |