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 | $117,729 | $127,100-7.4% | $105,738+11.3% | $135,375-13.0% |
| Participation rate | 46.2% | 82.7%-36.5pp | 76.3%-30.2pp | 82.6%-36.5pp |
| Annual return | -4.31% | 4.49%-8.8pp | 6.27%-10.6pp | 519.73%-524.0pp |
| Employer contribution / active EE | $2,166 | $4,107-47.3% | $3,268-33.7% | $4,779-54.7% |
| Participant deferral / active EE | $3,640 | $5,064-28.1% | $4,080-10.8% | $5,609-35.1% |
| Admin fee / account holder | $3 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |