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 | $143,921 | $211,958-32.1% | $169,463-15.1% | $135,375+6.3% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -8.11% | 3.26%-11.4pp | 1.83%-9.9pp | 519.73%-527.8pp |
| Employer contribution / active EE | $810 | $5,120-84.2% | $4,159-80.5% | $4,779-83.0% |
| Participant deferral / active EE | $3,375 | $6,075-44.4% | $5,277-36.0% | $5,609-39.8% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |