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 | $118,999 | $138,065-13.8% | $123,544-3.7% | $135,375-12.1% |
| Participation rate | 55.6% | 84.7%-29.2pp | 82.3%-26.7pp | 82.6%-27.1pp |
| Annual return | -8.88% | 153.68%-162.6pp | 119.20%-128.1pp | 519.73%-528.6pp |
| Employer contribution / active EE | $2,570 | $5,151-50.1% | $4,628-44.5% | $4,779-46.2% |
| Participant deferral / active EE | $5,964 | $6,799-12.3% | $6,426-7.2% | $5,609+6.3% |
| Admin fee / account holder | -$25 | $10,916-100.2% | $9,284-100.3% | $10,827-100.2% |