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 | $171,918 | $73,867+132.7% | $143,757+19.6% | $68,494+151.0% |
| Participation rate | 19.5% | 66.7%-47.1pp | 80.3%-60.8pp | 67.9%-48.4pp |
| Annual return | -17.36% | 1.01%-18.4pp | -0.04%-17.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $853 | $3,184-73.2% | $4,951-82.8% | $2,596-67.1% |
| Participant deferral / active EE | $3,261 | $3,384-3.6% | $5,637-42.1% | $4,027-19.0% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,673-100.0% | $5,403-100.0% |