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 | $90,475 | $87,540+3.4% | $75,781+19.4% | $125,391-27.8% |
| Participation rate | 33.3% | 80.2%-46.8pp | 75.8%-42.5pp | 83.2%-49.9pp |
| Annual return | -2.56% | 13.48%-16.0pp | 9.68%-12.2pp | 282.22%-284.8pp |
| Employer contribution / active EE | $1,000 | $3,930-74.6% | $3,323-69.9% | $4,866-79.4% |
| Participant deferral / active EE | $6,000 | $4,229+41.9% | $3,651+64.3% | $5,352+12.1% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |