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 | $91,400 | $97,757-6.5% | $83,848+9.0% | $135,375-32.5% |
| Participation rate | 62.5% | 80.0%-17.5pp | 76.1%-13.6pp | 82.6%-20.1pp |
| Annual return | -5.32% | 1287.37%-1292.7pp | 850.88%-856.2pp | 519.73%-525.0pp |
| Employer contribution / active EE | $1,861 | $4,222-55.9% | $3,631-48.7% | $4,779-61.1% |
| Participant deferral / active EE | $7,195 | $4,682+53.7% | $4,082+76.3% | $5,609+28.3% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |