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 10-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 | $185,171 | $133,958+38.2% | $112,228+65.0% | $134,475+37.7% |
| Participation rate | 47.1% | 78.6%-31.5pp | 75.1%-28.0pp | 81.2%-34.2pp |
| Annual return | -11.09% | 47.11%-58.2pp | 27.45%-38.5pp | 417.96%-429.0pp |
| Employer contribution / active EE | $0 | $4,038-100.0% | $3,635-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $6,115 | $5,291+15.6% | $4,728+29.3% | $6,400-4.5% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |