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 | $117,815 | $167,484-29.7% | $151,611-22.3% | $134,475-12.4% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.5%-27.5pp | 81.2%-21.2pp |
| Annual return | -18.07% | 7.80%-25.9pp | 3.33%-21.4pp | 417.96%-436.0pp |
| Employer contribution / active EE | $3,429 | $6,829-49.8% | $6,166-44.4% | $4,740-27.6% |
| Participant deferral / active EE | $7,552 | $8,986-16.0% | $8,363-9.7% | $6,400+18.0% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |