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 | $55,411 | $138,065-59.9% | $123,544-55.1% | $135,375-59.1% |
| Participation rate | 68.2% | 84.7%-16.6pp | 82.3%-14.1pp | 82.6%-14.5pp |
| Annual return | -8.89% | 153.68%-162.6pp | 119.20%-128.1pp | 519.73%-528.6pp |
| Employer contribution / active EE | $1,576 | $5,151-69.4% | $4,628-65.9% | $4,779-67.0% |
| Participant deferral / active EE | $2,823 | $6,799-58.5% | $6,426-56.1% | $5,609-49.7% |
| Admin fee / account holder | $1 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |