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 | $84,230 | $133,958-37.1% | $112,228-24.9% | $134,475-37.4% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -10.05% | 47.11%-57.2pp | 27.45%-37.5pp | 417.96%-428.0pp |
| Employer contribution / active EE | $2,334 | $4,038-42.2% | $3,635-35.8% | $4,740-50.8% |
| Participant deferral / active EE | $4,694 | $5,291-11.3% | $4,728-0.7% | $6,400-26.7% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |