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 | $115,731 | $167,307-30.8% | $143,757-19.5% | $134,475-13.9% |
| Participation rate | 26.7% | 84.8%-58.1pp | 80.3%-53.6pp | 81.2%-54.6pp |
| Annual return | -15.24% | 0.46%-15.7pp | -0.04%-15.2pp | 417.96%-433.2pp |
| Employer contribution / active EE | $1,829 | $5,619-67.5% | $4,951-63.1% | $4,740-61.4% |
| Participant deferral / active EE | $3,910 | $6,446-39.3% | $5,637-30.6% | $6,400-38.9% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |