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 | $101,767 | $80,717+26.1% | $154,803-34.3% | $84,808+20.0% |
| Participation rate | 66.7% | 66.8%-0.1pp | 78.1%-11.4pp | 68.3%-1.6pp |
| Annual return | 16.04% | 37.96%-21.9pp | 58.88%-42.8pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,320 | $2,761-16.0% | $4,305-46.1% | $2,631-11.8% |
| Participant deferral / active EE | $6,181 | $3,303+87.1% | $5,540+11.6% | $4,212+46.8% |
| Admin fee / account holder | $0 | $6,746-100.0% | $14,329-100.0% | $7,344-100.0% |