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 | $165,947 | $133,958+23.9% | $112,228+47.9% | $134,475+23.4% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | -0.46% | 47.11%-47.6pp | 27.45%-27.9pp | 417.96%-418.4pp |
| Employer contribution / active EE | $1,837 | $4,038-54.5% | $3,635-49.5% | $4,740-61.2% |
| Participant deferral / active EE | $7,973 | $5,291+50.7% | $4,728+68.6% | $6,400+24.6% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |