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 | $110,184 | $100,754+9.4% | $86,677+27.1% | $134,475-18.1% |
| Participation rate | 60.0% | 78.9%-18.9pp | 76.6%-16.6pp | 81.2%-21.2pp |
| Annual return | -17.89% | 29.04%-46.9pp | 35.91%-53.8pp | 417.96%-435.9pp |
| Employer contribution / active EE | $2,179 | $3,489-37.6% | $2,836-23.2% | $4,740-54.0% |
| Participant deferral / active EE | $7,698 | $5,338+44.2% | $4,656+65.4% | $6,400+20.3% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |