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 8-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 | $170,194 | $190,805-10.8% | $159,960+6.4% | $134,475+26.6% |
| Participation rate | 66.7% | 81.9%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -19.67% | 552.23%-571.9pp | 408.60%-428.3pp | 417.96%-437.6pp |
| Employer contribution / active EE | $2,446 | $4,995-51.0% | $4,226-42.1% | $4,740-48.4% |
| Participant deferral / active EE | $14,717 | $6,923+112.6% | $6,182+138.0% | $6,400+130.0% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |