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 8-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 | $119,507 | $158,817-24.8% | $121,196-1.4% | $135,375-11.7% |
| Participation rate | 8.7% | 79.3%-70.6pp | 71.7%-63.1pp | 82.6%-73.9pp |
| Annual return | -6.60% | -0.64%-6.0pp | 16.93%-23.5pp | 519.73%-526.3pp |
| Employer contribution / active EE | $646 | $5,665-88.6% | $4,022-83.9% | $4,779-86.5% |
| Participant deferral / active EE | $1,609 | $4,005-59.8% | $3,344-51.9% | $5,609-71.3% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |