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 | $114,469 | $92,222+24.1% | $76,768+49.1% | $135,375-15.4% |
| Participation rate | 53.8% | 79.8%-25.9pp | 77.0%-23.1pp | 82.6%-28.8pp |
| Annual return | -8.56% | 5.46%-14.0pp | 2.43%-11.0pp | 519.73%-528.3pp |
| Employer contribution / active EE | $1,377 | $3,216-57.2% | $2,485-44.6% | $4,779-71.2% |
| Participant deferral / active EE | $4,437 | $4,509-1.6% | $3,852+15.2% | $5,609-20.9% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |