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 | $115,001 | $127,386-9.7% | $115,0370% | $125,391-8.3% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -0.77% | 31.28%-32.0pp | 26.14%-26.9pp | 282.22%-283.0pp |
| Employer contribution / active EE | $3,191 | $5,166-38.2% | $4,608-30.7% | $4,866-34.4% |
| Participant deferral / active EE | $6,561 | $6,423+2.1% | $6,026+8.9% | $5,352+22.6% |
| Admin fee / account holder | $52 | $9,516-99.5% | $8,175-99.4% | $9,540-99.5% |