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 | $130,167 | $138,065-5.7% | $123,544+5.4% | $135,375-3.8% |
| Participation rate | 42.9% | 84.7%-41.9pp | 82.3%-39.4pp | 82.6%-39.8pp |
| Annual return | -5.06% | 153.68%-158.7pp | 119.20%-124.3pp | 519.73%-524.8pp |
| Employer contribution / active EE | $2,441 | $5,151-52.6% | $4,628-47.3% | $4,779-48.9% |
| Participant deferral / active EE | $4,834 | $6,799-28.9% | $6,426-24.8% | $5,609-13.8% |
| Admin fee / account holder | -$12 | $10,916-100.1% | $9,284-100.1% | $10,827-100.1% |