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 | $35,835 | $180,449-80.1% | $154,107-76.7% | $135,375-73.5% |
| Participation rate | 55.6% | 87.4%-31.9pp | 83.0%-27.5pp | 82.6%-27.1pp |
| Annual return | -7.62% | 888.09%-895.7pp | 735.12%-742.7pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,579 | $6,035-73.8% | $5,298-70.2% | $4,779-67.0% |
| Participant deferral / active EE | $4,893 | $5,806-15.7% | $5,081-3.7% | $5,609-12.8% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |