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 | $84,304 | $138,065-38.9% | $123,544-31.8% | $135,375-37.7% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -4.72% | 153.68%-158.4pp | 119.20%-123.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $3,741 | $5,151-27.4% | $4,628-19.2% | $4,779-21.7% |
| Participant deferral / active EE | $13,566 | $6,799+99.5% | $6,426+111.1% | $5,609+141.9% |
| Admin fee / account holder | $16 | $10,916-99.9% | $9,284-99.8% | $10,827-99.9% |