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 | $84,555 | $133,958-36.9% | $112,228-24.7% | $134,475-37.1% |
| Participation rate | 56.3% | 78.6%-22.3pp | 75.1%-18.8pp | 81.2%-25.0pp |
| Annual return | -13.44% | 47.11%-60.6pp | 27.45%-40.9pp | 417.96%-431.4pp |
| Employer contribution / active EE | $3,000 | $4,038-25.7% | $3,635-17.5% | $4,740-36.7% |
| Participant deferral / active EE | $3,072 | $5,291-41.9% | $4,728-35.0% | $6,400-52.0% |
| Admin fee / account holder | $263 | $7,489-96.5% | $6,410-95.9% | $11,426-97.7% |