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 | $161,423 | $152,509+5.8% | $117,472+37.4% | $134,475+20.0% |
| Participation rate | 55.6% | 77.1%-21.5pp | 70.6%-15.0pp | 81.2%-25.7pp |
| Annual return | -19.24% | 52.99%-72.2pp | 29.74%-49.0pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,010 | $5,571-81.9% | $4,176-75.8% | $4,740-78.7% |
| Participant deferral / active EE | $5,053 | $4,818+4.9% | $4,070+24.2% | $6,400-21.0% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |