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 | $54,110 | $95,971-43.6% | $74,550-27.4% | $135,375-60.0% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -8.32% | 56.96%-65.3pp | 32.53%-40.8pp | 519.73%-528.1pp |
| Employer contribution / active EE | $1,334 | $2,716-50.9% | $1,961-32.0% | $4,779-72.1% |
| Participant deferral / active EE | $4,174 | $3,843+8.6% | $3,108+34.3% | $5,609-25.6% |
| Admin fee / account holder | $135 | $6,522-97.9% | $5,060-97.3% | $10,827-98.8% |