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 | $126,475 | $98,750+28.1% | $149,696-15.5% | $79,858+58.4% |
| Participation rate | 32.0% | 75.8%-43.8pp | 82.5%-50.5pp | 69.6%-37.6pp |
| Annual return | 13.24% | 27.43%-14.2pp | 276.60%-263.4pp | 31.71%-18.5pp |
| Employer contribution / active EE | $1,136 | $3,216-64.7% | $4,644-75.6% | $2,471-54.0% |
| Participant deferral / active EE | $2,785 | $5,680-51.0% | $6,842-59.3% | $3,740-25.5% |
| Admin fee / account holder | $236 | $6,053-96.1% | $9,309-97.5% | $5,306-95.5% |