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 10-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 | $188,148 | $211,958-11.2% | $169,463+11.0% | $135,375+39.0% |
| Participation rate | 40.0% | 82.6%-42.6pp | 77.8%-37.8pp | 82.6%-42.6pp |
| Annual return | -5.23% | 3.26%-8.5pp | 1.83%-7.1pp | 519.73%-525.0pp |
| Employer contribution / active EE | $1,874 | $5,120-63.4% | $4,159-54.9% | $4,779-60.8% |
| Participant deferral / active EE | $4,128 | $6,075-32.0% | $5,277-21.8% | $5,609-26.4% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |