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 | $109,438 | $127,386-14.1% | $115,037-4.9% | $125,391-12.7% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -1.04% | 31.28%-32.3pp | 26.14%-27.2pp | 282.22%-283.3pp |
| Employer contribution / active EE | $1,840 | $5,166-64.4% | $4,608-60.1% | $4,866-62.2% |
| Participant deferral / active EE | $6,233 | $6,423-3.0% | $6,026+3.4% | $5,352+16.5% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |