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 | $103,115 | $106,515-3.2% | $96,683+6.7% | $139,434-26.0% |
| Participation rate | 27.3% | 77.8%-50.6pp | 74.3%-47.1pp | 80.3%-53.0pp |
| Annual return | 16.99% | 38.43%-21.4pp | 35.69%-18.7pp | 372.94%-356.0pp |
| Employer contribution / active EE | $2,569 | $4,103-37.4% | $3,737-31.3% | $4,751-45.9% |
| Participant deferral / active EE | $4,028 | $5,454-26.1% | $4,878-17.4% | $6,710-40.0% |
| Admin fee / account holder | -$1,265 | $7,877-116.1% | $6,730-118.8% | $11,403-111.1% |