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 | $92,705 | $112,881-17.9% | $90,951+1.9% | $158,922-41.7% |
| Participation rate | 60.0% | 74.7%-14.7pp | 69.0%-9.0pp | 82.0%-22.0pp |
| Annual return | 15.07% | 215.79%-200.7pp | 134.60%-119.5pp | 302.83%-287.8pp |
| Employer contribution / active EE | $2,768 | $2,893-4.3% | $2,122+30.4% | $4,761-41.9% |
| Participant deferral / active EE | $10,504 | $4,128+154.5% | $3,373+211.4% | $5,982+75.6% |
| Admin fee / account holder | $208 | $8,041-97.4% | $5,959-96.5% | $11,246-98.1% |