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 | $84,360 | $138,065-38.9% | $123,544-31.7% | $135,375-37.7% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -5.72% | 153.68%-159.4pp | 119.20%-124.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,611 | $5,151-68.7% | $4,628-65.2% | $4,779-66.3% |
| Participant deferral / active EE | $6,602 | $6,799-2.9% | $6,426+2.7% | $5,609+17.7% |
| Admin fee / account holder | $288 | $10,916-97.4% | $9,284-96.9% | $10,827-97.3% |