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 6-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 | $134,931 | $110,261+22.4% | $95,745+40.9% | $139,434-3.2% |
| Participation rate | 50.0% | 75.8%-25.8pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 22.12% | 27.11%-5.0pp | 28.35%-6.2pp | 372.94%-350.8pp |
| Employer contribution / active EE | $1,492 | $3,257-54.2% | $2,835-47.4% | $4,751-68.6% |
| Participant deferral / active EE | $6,520 | $4,676+39.5% | $4,245+53.6% | $6,710-2.8% |
| Admin fee / account holder | $142 | $6,613-97.9% | $5,678-97.5% | $11,403-98.8% |