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 | $95,845 | $82,664+15.9% | $125,339-23.5% | $68,494+39.9% |
| Participation rate | 66.7% | 75.0%-8.4pp | 82.4%-15.7pp | 67.9%-1.2pp |
| Annual return | -15.01% | -5.97%-9.0pp | 572.05%-587.1pp | -7.84%-7.2pp |
| Employer contribution / active EE | $1,747 | $3,381-48.3% | $4,814-63.7% | $2,596-32.7% |
| Participant deferral / active EE | $3,926 | $6,110-35.7% | $7,446-47.3% | $4,027-2.5% |
| Admin fee / account holder | $281 | $6,275-95.5% | $10,010-97.2% | $5,403-94.8% |