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 | $110,627 | $133,958-17.4% | $112,228-1.4% | $134,475-17.7% |
| Participation rate | 42.9% | 78.6%-35.7pp | 75.1%-32.2pp | 81.2%-38.4pp |
| Annual return | -13.55% | 47.11%-60.7pp | 27.45%-41.0pp | 417.96%-431.5pp |
| Employer contribution / active EE | $1,213 | $4,038-70.0% | $3,635-66.6% | $4,740-74.4% |
| Participant deferral / active EE | $4,635 | $5,291-12.4% | $4,728-2.0% | $6,400-27.6% |
| Admin fee / account holder | $272 | $7,489-96.4% | $6,410-95.8% | $11,426-97.6% |