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 9-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 | $71,835 | $142,344-49.5% | $119,609-39.9% | $134,475-46.6% |
| Participation rate | 62.5% | 82.8%-20.3pp | 79.3%-16.8pp | 81.2%-18.7pp |
| Annual return | -14.43% | -12.44%-2.0pp | -14.97%+0.5pp | 417.96%-432.4pp |
| Employer contribution / active EE | $1,101 | $5,222-78.9% | $4,232-74.0% | $4,740-76.8% |
| Participant deferral / active EE | $6,071 | $6,469-6.2% | $5,602+8.4% | $6,400-5.1% |
| Admin fee / account holder | $298 | $13,584-97.8% | $10,323-97.1% | $11,426-97.4% |