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 | $81,147 | $135,635-40.2% | $110,238-26.4% | $135,375-40.1% |
| Participation rate | 39.1% | 83.5%-44.3pp | 79.8%-40.7pp | 82.6%-43.5pp |
| Annual return | -7.75% | 513.19%-520.9pp | 314.74%-322.5pp | 519.73%-527.5pp |
| Employer contribution / active EE | $1,284 | $4,906-73.8% | $3,826-66.5% | $4,779-73.1% |
| Participant deferral / active EE | $3,948 | $5,506-28.3% | $4,672-15.5% | $5,609-29.6% |
| Admin fee / account holder | $285 | $11,457-97.5% | $8,547-96.7% | $10,827-97.4% |