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 | $173,962 | $209,411-16.9% | $178,490-2.5% | $158,922+9.5% |
| Participation rate | 62.5% | 86.3%-23.8pp | 81.9%-19.4pp | 82.0%-19.5pp |
| Annual return | 20.49% | 188.75%-168.3pp | 151.07%-130.6pp | 302.83%-282.3pp |
| Employer contribution / active EE | $1,444 | $5,706-74.7% | $5,011-71.2% | $4,761-69.7% |
| Participant deferral / active EE | $4,305 | $5,954-27.7% | $5,202-17.2% | $5,982-28.0% |
| Admin fee / account holder | -$122 | $17,074-100.7% | $13,984-100.9% | $11,246-101.1% |