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 | $102,280 | $97,044+5.4% | $83,333+22.7% | $135,375-24.4% |
| Participation rate | 53.8% | 80.4%-26.6pp | 77.8%-23.9pp | 82.6%-28.8pp |
| Annual return | -7.25% | 12.31%-19.6pp | 10.63%-17.9pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,964 | $4,143-52.6% | $3,379-41.9% | $4,779-58.9% |
| Participant deferral / active EE | $6,403 | $5,964+7.4% | $5,565+15.1% | $5,609+14.2% |
| Admin fee / account holder | $11 | $8,380-99.9% | $7,510-99.9% | $10,827-99.9% |