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 | $106,874 | $138,065-22.6% | $123,544-13.5% | $135,375-21.1% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -7.56% | 153.68%-161.2pp | 119.20%-126.8pp | 519.73%-527.3pp |
| Employer contribution / active EE | $2,488 | $5,151-51.7% | $4,628-46.2% | $4,779-47.9% |
| Participant deferral / active EE | $5,055 | $6,799-25.7% | $6,426-21.3% | $5,609-9.9% |
| Admin fee / account holder | $30 | $10,916-99.7% | $9,284-99.7% | $10,827-99.7% |