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 | $174,324 | $138,065+26.3% | $123,544+41.1% | $135,375+28.8% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -8.40% | 153.68%-162.1pp | 119.20%-127.6pp | 519.73%-528.1pp |
| Employer contribution / active EE | $1,722 | $5,151-66.6% | $4,628-62.8% | $4,779-64.0% |
| Participant deferral / active EE | $5,419 | $6,799-20.3% | $6,426-15.7% | $5,609-3.4% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |