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 | $89,283 | $90,600-1.5% | $79,464+12.4% | $135,375-34.0% |
| Participation rate | 63.6% | 76.0%-12.4pp | 73.3%-9.7pp | 82.6%-19.0pp |
| Annual return | -5.57% | 977.43%-983.0pp | 718.14%-723.7pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,407 | $3,068-54.2% | $2,800-49.8% | $4,779-70.6% |
| Participant deferral / active EE | $3,770 | $4,050-6.9% | $3,704+1.8% | $5,609-32.8% |
| Admin fee / account holder | $13 | $5,907-99.8% | $5,113-99.8% | $10,827-99.9% |