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 | $93,599 | $211,958-55.8% | $169,463-44.8% | $135,375-30.9% |
| Participation rate | 57.1% | 82.6%-25.5pp | 77.8%-20.6pp | 82.6%-25.5pp |
| Annual return | -7.79% | 3.26%-11.1pp | 1.83%-9.6pp | 519.73%-527.5pp |
| Employer contribution / active EE | $1,307 | $5,120-74.5% | $4,159-68.6% | $4,779-72.6% |
| Participant deferral / active EE | $1,940 | $6,075-68.1% | $5,277-63.2% | $5,609-65.4% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |