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 8-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 | $107,052 | $103,376+3.6% | $87,100+22.9% | $152,861-30.0% |
| Participation rate | 36.8% | 79.3%-42.5pp | 76.9%-40.0pp | 82.4%-45.6pp |
| Annual return | 23.13% | 28.10%-5.0pp | 28.19%-5.1pp | 345.32%-322.2pp |
| Employer contribution / active EE | $1,521 | $3,220-52.8% | $2,521-39.7% | $4,762-68.1% |
| Participant deferral / active EE | $4,250 | $4,778-11.1% | $4,049+5.0% | $5,850-27.4% |
| Admin fee / account holder | $6 | $12,205-99.9% | $7,497-99.9% | $11,596-99.9% |