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 | $94,559 | $167,307-43.5% | $143,757-34.2% | $134,475-29.7% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -18.41% | 0.46%-18.9pp | -0.04%-18.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,991 | $5,619-64.6% | $4,951-59.8% | $4,740-58.0% |
| Participant deferral / active EE | $5,981 | $6,446-7.2% | $5,637+6.1% | $6,400-6.5% |
| Admin fee / account holder | $62 | $18,088-99.7% | $14,673-99.6% | $11,426-99.5% |