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 6-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 | $101,426 | $100,754+0.7% | $86,677+17.0% | $134,475-24.6% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -18.80% | 29.04%-47.8pp | 35.91%-54.7pp | 417.96%-436.8pp |
| Employer contribution / active EE | $9,833 | $3,489+181.8% | $2,836+246.7% | $4,740+107.5% |
| Participant deferral / active EE | $5,217 | $5,338-2.3% | $4,656+12.1% | $6,400-18.5% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |