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 | $63,953 | $127,100-49.7% | $105,738-39.5% | $135,375-52.8% |
| Participation rate | 55.6% | 82.7%-27.1pp | 76.3%-20.8pp | 82.6%-27.1pp |
| Annual return | -6.67% | 4.49%-11.2pp | 6.27%-12.9pp | 519.73%-526.4pp |
| Employer contribution / active EE | $1,226 | $4,107-70.1% | $3,268-62.5% | $4,779-74.3% |
| Participant deferral / active EE | $2,779 | $5,064-45.1% | $4,080-31.9% | $5,609-50.5% |
| Admin fee / account holder | $216 | $9,087-97.6% | $6,913-96.9% | $10,827-98.0% |