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 | $173,878 | $138,065+25.9% | $123,544+40.7% | $135,375+28.4% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -4.02% | 153.68%-157.7pp | 119.20%-123.2pp | 519.73%-523.8pp |
| Employer contribution / active EE | $1,724 | $5,151-66.5% | $4,628-62.7% | $4,779-63.9% |
| Participant deferral / active EE | $5,593 | $6,799-17.7% | $6,426-13.0% | $5,609-0.3% |
| Admin fee / account holder | -$454 | $10,916-104.2% | $9,284-104.9% | $10,827-104.2% |