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 10-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 | $141,430 | $154,228-8.3% | $145,433-2.8% | $137,256+3.0% |
| Participation rate | 52.9% | 83.8%-30.8pp | 82.1%-29.2pp | 80.0%-27.0pp |
| Annual return | 15.27% | 74.59%-59.3pp | 66.58%-51.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,490 | $4,804-69.0% | $4,554-67.3% | $4,156-64.1% |
| Participant deferral / active EE | $4,867 | $8,216-40.8% | $7,897-38.4% | $6,407-24.0% |
| Admin fee / account holder | $215 | $14,344-98.5% | $13,129-98.4% | $12,270-98.3% |