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 10-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 | $223,121 | $133,958+66.6% | $112,228+98.8% | $134,475+65.9% |
| Participation rate | 30.0% | 78.6%-48.6pp | 75.1%-45.1pp | 81.2%-51.2pp |
| Annual return | -19.72% | 47.11%-66.8pp | 27.45%-47.2pp | 417.96%-437.7pp |
| Employer contribution / active EE | $0 | $4,038-100.0% | $3,635-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,057 | $5,291-4.4% | $4,728+7.0% | $6,400-21.0% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |