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 8-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 | $138,790 | $67,331+106.1% | $60,874+128.0% | $134,475+3.2% |
| Participation rate | 30.0% | 76.2%-46.2pp | 73.1%-43.1pp | 81.2%-51.2pp |
| Annual return | -9.17% | 49.93%-59.1pp | 16.90%-26.1pp | 417.96%-427.1pp |
| Employer contribution / active EE | $1,351 | $3,096-56.4% | $2,701-50.0% | $4,740-71.5% |
| Participant deferral / active EE | $8,100 | $4,538+78.5% | $3,817+112.2% | $6,400+26.6% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |