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 | $132,034 | $138,044-4.4% | $125,339+5.3% | $134,475-1.8% |
| Participation rate | 65.2% | 84.5%-19.3pp | 82.4%-17.2pp | 81.2%-16.0pp |
| Annual return | -17.99% | 750.33%-768.3pp | 572.05%-590.0pp | 417.96%-436.0pp |
| Employer contribution / active EE | $3,002 | $5,243-42.7% | $4,814-37.6% | $4,740-36.7% |
| Participant deferral / active EE | $8,407 | $7,799+7.8% | $7,446+12.9% | $6,400+31.4% |
| Admin fee / account holder | $3 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |