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 | $98,763 | $190,805-48.2% | $159,960-38.3% | $134,475-26.6% |
| Participation rate | 66.7% | 81.9%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -19.56% | 552.23%-571.8pp | 408.60%-428.2pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,561 | $4,995-68.7% | $4,226-63.1% | $4,740-67.1% |
| Participant deferral / active EE | $10,706 | $6,923+54.6% | $6,182+73.2% | $6,400+67.3% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |