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 | $130,383 | $97,044+34.4% | $83,333+56.5% | $135,375-3.7% |
| Participation rate | 60.0% | 80.4%-20.4pp | 77.8%-17.8pp | 82.6%-22.6pp |
| Annual return | -4.83% | 12.31%-17.1pp | 10.63%-15.5pp | 519.73%-524.6pp |
| Employer contribution / active EE | $1,367 | $4,143-67.0% | $3,379-59.5% | $4,779-71.4% |
| Participant deferral / active EE | $3,930 | $5,964-34.1% | $5,565-29.4% | $5,609-29.9% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |