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 | $143,318 | $165,984-13.7% | $164,813-13.0% | $145,922-1.8% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 18.64% | 100.03%-81.4pp | 69.93%-51.3pp | 561.29%-542.6pp |
| Employer contribution / active EE | $1,909 | $5,273-63.8% | $4,341-56.0% | $4,660-59.0% |
| Participant deferral / active EE | $6,318 | $6,959-9.2% | $6,031+4.7% | $6,688-5.5% |
| Admin fee / account holder | $75 | $16,648-99.5% | $12,690-99.4% | $13,397-99.4% |