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 | $99,541 | $138,065-27.9% | $123,544-19.4% | $135,375-26.5% |
| Participation rate | 16.7% | 84.7%-68.1pp | 82.3%-65.6pp | 82.6%-66.0pp |
| Annual return | -3.23% | 153.68%-156.9pp | 119.20%-122.4pp | 519.73%-523.0pp |
| Employer contribution / active EE | $1,259 | $5,151-75.6% | $4,628-72.8% | $4,779-73.7% |
| Participant deferral / active EE | $2,627 | $6,799-61.4% | $6,426-59.1% | $5,609-53.2% |
| Admin fee / account holder | $37 | $10,916-99.7% | $9,284-99.6% | $10,827-99.7% |