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 5-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 | $68,270 | $138,044-50.5% | $125,339-45.5% | $134,475-49.2% |
| Participation rate | 57.1% | 84.5%-27.3pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -12.10% | 750.33%-762.4pp | 572.05%-584.2pp | 417.96%-430.1pp |
| Employer contribution / active EE | $2,064 | $5,243-60.6% | $4,814-57.1% | $4,740-56.4% |
| Participant deferral / active EE | $4,270 | $7,799-45.3% | $7,446-42.7% | $6,400-33.3% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |