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 | $129,156 | $99,640+29.6% | $86,436+49.4% | $134,475-4.0% |
| Participation rate | 66.7% | 82.0%-15.4pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -10.59% | 6782.58%-6793.2pp | 4394.89%-4405.5pp | 417.96%-428.6pp |
| Employer contribution / active EE | $583 | $4,400-86.7% | $3,769-84.5% | $4,740-87.7% |
| Participant deferral / active EE | $5,145 | $7,246-29.0% | $6,952-26.0% | $6,400-19.6% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |