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 | $124,900 | $167,307-25.3% | $143,757-13.1% | $134,475-7.1% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -16.07% | 0.46%-16.5pp | -0.04%-16.0pp | 417.96%-434.0pp |
| Employer contribution / active EE | $2,316 | $5,619-58.8% | $4,951-53.2% | $4,740-51.1% |
| Participant deferral / active EE | $8,704 | $6,446+35.0% | $5,637+54.4% | $6,400+36.0% |
| Admin fee / account holder | $118 | $18,088-99.3% | $14,673-99.2% | $11,426-99.0% |